Appleton Partners Inc Vanguard World Fd Esg U.S. Sto Transaction History
Appleton Partners Inc
- $1.3 Billion
- Q2 2024
A detailed history of Appleton Partners Inc transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Appleton Partners Inc holds 5,385 shares of ESGV stock, worth $536,615. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,385
Previous 5,830
7.63%
Holding current value
$536,615
Previous $543,000
4.24%
% of portfolio
0.04%
Previous 0.04%
Shares
14 transactions
Others Institutions Holding ESGV
# of Institutions
515Shares Held
30MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.73MShares$671 Million0.01% of portfolio
-
Visa Foundation1.72MShares$172 Million70.92% of portfolio
-
Creative Planning Overland Park, KS1.18MShares$117 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.08MShares$108 Million0.35% of portfolio
-
Morgan Stanley New York, NY833KShares$83 Million0.01% of portfolio