Capstone Financial Advisors, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Capstone Financial Advisors, Inc.
- $1.51 Billion
- Q2 2024
A detailed history of Capstone Financial Advisors, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 8,477 shares of ESGV stock, worth $823,116. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,477
Previous 8,418
0.7%
Holding current value
$823,116
Previous $784,000
4.46%
% of portfolio
0.05%
Previous 0.05%
Shares
15 transactions
Others Institutions Holding ESGV
# of Institutions
514Shares Held
30MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.73MShares$654 Million0.01% of portfolio
-
Visa Foundation1.72MShares$167 Million70.92% of portfolio
-
Creative Planning Overland Park, KS1.18MShares$114 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.08MShares$105 Million0.35% of portfolio
-
Morgan Stanley New York, NY833KShares$80.8 Million0.01% of portfolio