Joel Adams & Associates, Inc. Vanguard World Fd Esg Intl Stk Transaction History
Joel Adams & Associates, Inc.
- $113 Billion
- Q2 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 142,037 shares of VSGX stock, worth $9.69 Million. This represents 8.24% of its overall portfolio holdings.
Number of Shares
142,037
Previous 154,717
8.2%
Holding current value
$9.69 Million
Previous $9.13 Billion
1.95%
% of portfolio
8.24%
Previous 8.21%
Shares
3 transactions
Others Institutions Holding VSGX
# of Institutions
409Shares Held
21.1MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.62MShares$247 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.51MShares$103 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.32MShares$89.8 Million0.07% of portfolio
-
Leo Wealth, LLC Hurst, TX816KShares$55.7 Million4.16% of portfolio
-
Leo Brokerage, LLC736KShares$50.2 Million4.46% of portfolio