Ofc Financial Planning, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Ofc Financial Planning, LLC
- $101 Billion
- Q3 2025
A detailed history of Ofc Financial Planning, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Ofc Financial Planning, LLC holds 1,832 shares of ESGV stock, worth $217,733. This represents 0.21% of its overall portfolio holdings.
Number of Shares
1,832
Previous 1,832
-0.0%
Holding current value
$217,733
Previous $201 Million
8.03%
% of portfolio
0.21%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding ESGV
# of Institutions
704Shares Held
31.3MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.48MShares$414 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.68MShares$200 Million0.01% of portfolio
-
Wealthfront Advisers LLC1.5MShares$178 Million0.43% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$146 Million0.11% of portfolio
-
Visa Foundation1.17MShares$139 Million100.0% of portfolio