Joel Adams & Associates, Inc. Vanguard World Fd Esg Intl Stk Transaction History
Joel Adams & Associates, Inc.
- $111 Billion
- Q1 2025
A detailed history of Joel Adams & Associates, Inc. transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 154,717 shares of VSGX stock, worth $9.84 Million. This represents 8.21% of its overall portfolio holdings.
Number of Shares
154,717
Previous 159,361
2.91%
Holding current value
$9.84 Million
Previous $9.04 Billion
0.99%
% of portfolio
8.21%
Previous 8.21%
Shares
2 transactions
Others Institutions Holding VSGX
# of Institutions
383Shares Held
19.6MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.55MShares$225 Million0.0% of portfolio
-
Creative Planning Overland Park, KS1.31MShares$83.4 Million0.07% of portfolio
-
Leo Brokerage, LLC736KShares$46.8 Million4.46% of portfolio
-
Leo Wealth, LLC Hurst, TX617KShares$39.3 Million5.23% of portfolio
-
Royal Bank Of Canada Toronto, A6529KShares$33.7 Million0.01% of portfolio