Bogart Wealth, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Bogart Wealth, LLC
- $2.32 Billion
- Q2 2025
A detailed history of Bogart Wealth, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Bogart Wealth, LLC holds 177 shares of ESGV stock, worth $20,740. This represents 0.0% of its overall portfolio holdings.
Number of Shares
177
Previous 173
2.31%
Holding current value
$20,740
Previous $16,000
18.75%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding ESGV
# of Institutions
674Shares Held
30.9MCall Options Held
0Put Options Held
2.8K-
Vanguard Group Inc Valley Forge, PA3.31MShares$388 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.67MShares$196 Million0.01% of portfolio
-
Wealthfront Advisers LLC1.52MShares$178 Million0.44% of portfolio
-
Creative Planning Overland Park, KS1.28MShares$150 Million0.12% of portfolio
-
Visa Foundation1.17MShares$137 Million100.0% of portfolio