Benchmark Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Benchmark Wealth Management, LLC
- $183 Million
- Q1 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 7,308 shares of ESGV stock, worth $715,964. This represents 0.37% of its overall portfolio holdings.
Number of Shares
7,308
Previous 7,308
-0.0%
Holding current value
$715,964
Previous $621,000
9.66%
% of portfolio
0.37%
Previous 0.37%
Shares
5 transactions
Others Institutions Holding ESGV
# of Institutions
502Shares Held
29.2MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.04MShares$591 Million0.01% of portfolio
-
Visa Foundation1.77MShares$174 Million100.0% of portfolio
-
Creative Planning Overland Park, KS1.16MShares$113 Million0.12% of portfolio
-
Wealthfront Advisers LLC956KShares$93.6 Million0.31% of portfolio
-
Morgan Stanley New York, NY854KShares$83.6 Million0.01% of portfolio