Retirement Planning Group Vanguard World Fd Esg U.S. Sto Transaction History
Retirement Planning Group
- $1.66 Billion
- Q4 2024
A detailed history of Retirement Planning Group transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Retirement Planning Group holds 4,686 shares of ESGV stock, worth $456,931. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,686
Previous 4,777
1.9%
Holding current value
$456,931
Previous $485,000
1.24%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding ESGV
# of Institutions
621Shares Held
28.6MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$299 Million0.01% of portfolio
-
Visa Foundation1.63MShares$159 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$121 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$82.7 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX694KShares$67.6 Million6.52% of portfolio