Benchmark Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Benchmark Wealth Management, LLC
- $203 Million
- Q4 2024
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 $701,659. This represents 0.34% of its overall portfolio holdings.
Number of Shares
6,568
Previous 6,907
4.91%
Holding current value
$701,659
Previous $702,000
1.99%
% of portfolio
0.34%
Previous 0.35%
Shares
8 transactions
Others Institutions Holding ESGV
# of Institutions
617Shares Held
30.2MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$328 Million0.01% of portfolio
-
Brooklyn Fi, LLC New York, NY1.73MShares$184 Million0.99% of portfolio
-
Visa Foundation1.63MShares$174 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$133 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$90.6 Million0.01% of portfolio