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 $16,001. This represents 0.0% of its overall portfolio holdings.
Number of Shares
151
Previous 52
190.38%
Holding current value
$16,001
Previous $5,000
200.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding ESGV
# of Institutions
545Shares Held
27.3MCall Options Held
700Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.75MShares$292 Million0.01% of portfolio
-
Visa Foundation1.72MShares$182 Million74.08% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$130 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.18MShares$125 Million0.37% of portfolio
-
Morgan Stanley New York, NY822KShares$87.1 Million0.01% of portfolio