Beacon Financial Planning, Inc Vanguard World Fd Esg U.S. Sto Transaction History
Beacon Financial Planning, Inc
- $172 Billion
- Q4 2024
A detailed history of Beacon Financial Planning, Inc transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 12,099 shares of ESGV stock, worth $1.32 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
12,099
Previous 12,067
0.27%
Holding current value
$1.32 Million
Previous $1.23 Billion
3.47%
% of portfolio
0.74%
Previous 0.76%
Shares
9 transactions
Others Institutions Holding ESGV
# of Institutions
614Shares Held
30.2MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$335 Million0.01% of portfolio
-
Brooklyn Fi, LLC New York, NY1.73MShares$188 Million0.99% of portfolio
-
Visa Foundation1.63MShares$178 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$136 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$92.6 Million0.01% of portfolio