Balanced Rock Investment Advisor Vanguard World Fd Esg U.S. Sto Transaction History
Balanced Rock Investment Advisor
- $117 Billion
- Q1 2024
A detailed history of Balanced Rock Investment Advisor transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 14,223 shares of ESGV stock, worth $1.41 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
14,223
Previous 12,691
12.07%
Holding current value
$1.41 Million
Previous $1.08 Billion
22.78%
% of portfolio
1.13%
Previous 0.96%
Shares
2 transactions
Others Institutions Holding ESGV
# of Institutions
501Shares Held
29.1MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.04MShares$596 Million0.01% of portfolio
-
Visa Foundation1.77MShares$175 Million100.0% of portfolio
-
Creative Planning Overland Park, KS1.16MShares$114 Million0.12% of portfolio
-
Wealthfront Advisers LLC956KShares$94.4 Million0.31% of portfolio
-
Morgan Stanley New York, NY854KShares$84.4 Million0.01% of portfolio