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

Essential Planning, Llc.

  • $15 Billion
  • Q4 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 253,990 shares of ESGV stock, worth $27.7 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
253,990
Previous 4,039 6188.44%
Holding current value
$27.7 Million
Previous $410,000 6397.8%
% of portfolio
0.18%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
617
Shares Held
30.2M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG U.S. STO

ESGV Quotes by TradingView
  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
Track This Portfolio

Track Essential Planning, Llc. Portfolio

Follow Essential Planning, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Essential Planning, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Essential Planning, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email