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

Essential Planning, Llc.

  • $248 Billion
  • Q1 2025

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 3,707 shares of ESGV stock, worth $418,779. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,707
Previous 253,990 98.54%
Holding current value
$418,779
Previous $26.6 Million 1262.94%
% of portfolio
0.15%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$96.93 - $109.51 $24.3 Million - $27.4 Million
-250,283 Reduced 98.54%
3,707 $363 Million
Q4 2024

Feb 07, 2025
BUY
$100.18 - $109.1 $25 Million - $27.3 Million
249,951 Added 6188.44%
253,990 $26.6 Million
Q3 2024

Nov 07, 2024
SELL
$91.37 - $101.65 $12,060 - $13,417
-132 Reduced 3.16%
4,039 $410,000
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
668
Shares Held
31M
Call Options Held
0
Put Options Held
2.8K
View Full List

About VANGUARD WORLD FD ESG U.S. STO

ESGV Quotes by TradingView
  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
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