Beta Wealth Group, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Beta Wealth Group, Inc.
- $189 Million
- Q1 2024
A detailed history of Beta Wealth Group, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 2,719 shares of ESGV stock, worth $262,709. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,719
Previous 2,769
1.81%
Holding current value
$262,709
Previous $235,000
7.66%
% of portfolio
0.13%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding ESGV
# of Institutions
501Shares Held
29.2MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.04MShares$583 Million0.01% of portfolio
-
Visa Foundation1.77MShares$171 Million100.0% of portfolio
-
Creative Planning Overland Park, KS1.16MShares$112 Million0.12% of portfolio
-
Wealthfront Advisers LLC956KShares$92.3 Million0.31% of portfolio
-
Morgan Stanley New York, NY854KShares$82.5 Million0.01% of portfolio