Sonoma Private Wealth LLC Vanguard World Fd Esg U.S. Sto Transaction History
Sonoma Private Wealth LLC
- $61.6 Billion
- Q2 2024
A detailed history of Sonoma Private Wealth LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 2,971 shares of ESGV stock, worth $283,463. This represents 0.47% of its overall portfolio holdings.
Number of Shares
2,971
Previous 2,970
0.03%
Holding current value
$283,463
Previous $277 Million
3.72%
% of portfolio
0.47%
Previous 0.45%
Shares
5 transactions
Others Institutions Holding ESGV
# of Institutions
514Shares Held
30MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.73MShares$642 Million0.01% of portfolio
-
Visa Foundation1.72MShares$164 Million70.92% of portfolio
-
Creative Planning Overland Park, KS1.18MShares$112 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.08MShares$103 Million0.35% of portfolio
-
Morgan Stanley New York, NY833KShares$79.4 Million0.01% of portfolio