Appleton Partners Inc Vanguard World Fd Esg U.S. Sto Transaction History
Appleton Partners Inc
- $1.36 Billion
- Q3 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 5,550 shares of ESGV stock, worth $589,077. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,550
Previous 5,385
3.06%
Holding current value
$589,077
Previous $520,000
8.46%
% of portfolio
0.04%
Previous 0.04%
Shares
15 transactions
Others Institutions Holding ESGV
# of Institutions
544Shares Held
27.2MCall Options Held
700Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.75MShares$292 Million0.01% of portfolio
-
Visa Foundation1.72MShares$183 Million74.08% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$131 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.18MShares$125 Million0.37% of portfolio
-
Morgan Stanley New York, NY822KShares$87.2 Million0.01% of portfolio