Essential Planning, Llc. Vanguard World Fd Esg U.S. Sto Transaction History

Essential Planning, Llc.

$227 Million
Q2 2024

A detailed history of Essential Planning, Llc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Essential Planning, Llc. holds 4,171 shares of ESGV stock, worth $422,313. This represents 0.18% of its overall portfolio holdings.

Number of Shares

4,171

Holding current value

$422,313

% of portfolio

0.18%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$87.24 - $97.37 $363,878 - $406,130	4,171 New	4,171 $403,000

Others Institutions Holding ESGV

# of Institutions

515

Shares Held

30M

Call Options Held

Put Options Held

Vanguard Group Inc Valley Forge, PA

6.73M
Shares

$682 Million
0.01% of portfolio
Visa Foundation

1.72M
Shares

$174 Million
70.92% of portfolio
Creative Planning Overland Park, KS

1.18M
Shares

$119 Million
0.12% of portfolio
Wealthfront Advisers LLC

1.08M
Shares

$110 Million
0.35% of portfolio
Morgan Stanley New York, NY

833K
Shares

$84.3 Million
0.01% of portfolio

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

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Essential Planning, Llc. Vanguard World Fd Esg U.S. Sto Transaction History