Bogart Wealth, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
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 151 shares of ESGV stock, worth $15,710. This represents 0.0% of its overall portfolio holdings.
Number of Shares
151
Previous 52
190.38%
Holding current value
$15,710
Previous $5,000
200.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding ESGV
# of Institutions
544Shares Held
27.2MCall Options Held
700Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.75MShares$286 Million0.01% of portfolio
-
Visa Foundation1.72MShares$179 Million74.08% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$128 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.18MShares$123 Million0.37% of portfolio
-
Morgan Stanley New York, NY822KShares$85.5 Million0.01% of portfolio