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 $1.2 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

12,099

Previous 12,067 0.27%

Holding current value

$1.2 Million

Previous $1.23 Billion 3.47%

% of portfolio

0.74%

Previous 0.76%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$100.18 - $109.1 $3,205 - $3,491	32 Added 0.27%	12,099 $1.27 Billion
Q3 2024 Oct 24, 2024	BUY	$91.37 - $101.65 $3,106 - $3,456	34 Added 0.28%	12,067 $1.23 Billion
Q2 2024 Jul 18, 2024	BUY	$87.24 - $97.37 $3,227 - $3,602	37 Added 0.31%	12,033 $1.16 Billion
Q1 2024 Apr 22, 2024	BUY	$83.14 - $93.19 $2,411 - $2,702	29 Added 0.24%	11,996 $1.12 Billion
Q4 2023 Jan 29, 2024	BUY	$71.95 - $85.41 $3,309 - $3,928	46 Added 0.39%	11,967 $1.02 Billion
Q3 2023 Oct 24, 2023	BUY	$74.65 - $81.1 $3,060 - $3,325	41 Added 0.35%	11,921 $897 Million
Q2 2023 Jul 19, 2023	SELL	$70.39 - $78.35 $81,933 - $91,199	-1,164 Reduced 8.92%	11,880 $931 Million
Q1 2023 May 04, 2023	BUY	$65.27 - $73.55 $2,414 - $2,721	37 Added 0.28%	13,044 $935 Million
Q4 2022 Feb 15, 2023	BUY	$62.41 - $70.74 $811,766 - $920,115	13,007 New	13,007 $857 Million

Others Institutions Holding ESGV

# of Institutions

620

Shares Held

28.6M

Call Options Held

Put Options Held

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

More about ESGV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Beacon Financial Planning, Inc with notifications on news.

Account

Beacon Financial Planning, Inc Vanguard World Fd Esg U.S. Sto Transaction History