Momentous Wealth Management, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Momentous Wealth Management, Inc.
- $141 Billion
- Q1 2025
A detailed history of Momentous Wealth Management, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Momentous Wealth Management, Inc. holds 2,827 shares of ESGV stock, worth $275,660. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,827
Previous 2,988
5.39%
Holding current value
$275,660
Previous $313 Million
11.66%
% of portfolio
0.2%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding ESGV
# of Institutions
621Shares Held
29.7MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$299 Million0.01% of portfolio
-
Visa Foundation1.63MShares$159 Million78.34% of portfolio
-
Wealthfront Advisers LLC1.5MShares$147 Million0.42% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$121 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$82.7 Million0.01% of portfolio