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 $513,782. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,385
Previous 5,830
7.63%
Holding current value
$513,782
Previous $543,000
4.24%
% of portfolio
0.04%
Previous 0.04%
Shares
14 transactions
Others Institutions Holding ESGV
# of Institutions
514Shares Held
30MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.73MShares$642 Million0.01% of portfolio
-
Visa Foundation1.72MShares$164 Million70.92% of portfolio
-
Creative Planning Overland Park, KS1.18MShares$112 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.08MShares$103 Million0.35% of portfolio
-
Morgan Stanley New York, NY833KShares$79.4 Million0.01% of portfolio