Everhart Financial Group, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Everhart Financial Group, Inc.
- $477 Million
- Q4 2024
A detailed history of Everhart Financial Group, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 2,440 shares of ESGV stock, worth $243,316. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,440
Previous 2,448
0.33%
Holding current value
$243,316
Previous $248,000
2.82%
% of portfolio
0.05%
Previous 0.06%
Shares
10 transactions
Others Institutions Holding ESGV
# of Institutions
620Shares Held
28.6MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$306 Million0.01% of portfolio
-
Visa Foundation1.63MShares$162 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$124 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$84.6 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX694KShares$69.2 Million6.52% of portfolio