Benchmark Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Benchmark Wealth Management, LLC
- $224 Million
- Q2 2025
A detailed history of Benchmark Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 6,568 shares of ESGV stock, worth $741,986. This represents 0.32% of its overall portfolio holdings.
Number of Shares
6,568
Previous 6,568
-0.0%
Holding current value
$741,986
Previous $640,000
12.5%
% of portfolio
0.32%
Previous 0.31%
Shares
8 transactions
Others Institutions Holding ESGV
# of Institutions
668Shares Held
31MCall Options Held
0Put Options Held
2.8K-
Vanguard Group Inc Valley Forge, PA3.22MShares$363 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.67MShares$189 Million0.01% of portfolio
-
Wealthfront Advisers LLC1.52MShares$172 Million0.44% of portfolio
-
Creative Planning Overland Park, KS1.28MShares$144 Million0.12% of portfolio
-
Visa Foundation1.17MShares$132 Million100.0% of portfolio