OFC FINANCIAL PLANNING, LLC ESGV Holdings History
OFC FINANCIAL PLANNING, LLC's Vanguard ESG U.S. Stock ETF Holding Summary
As of 2025-03-31, OFC FINANCIAL PLANNING, LLC held - shares of Vanguard ESG U.S. Stock ETF(ESGV), totaling N/A. This investment constitutes 0% of their stock portfolio, and OFC FINANCIAL PLANNING, LLC now holds 0% of the outstanding Vanguard ESG U.S. Stock ETF(ESGV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $104.56 for 2,378.00 shares. Based on historical transaction data and ESGV's current price of $108.46, OFC FINANCIAL PLANNING, LLC's estimated gain on his ESGV holdings is $-1,022.54, reflecting a -0.41% gain to date.
OFC FINANCIAL PLANNING, LLC ESGV ($108.46) Holding Chart
OFC FINANCIAL PLANNING, LLC ESGV ($108.46) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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