Beta Wealth Group, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Beta Wealth Group, Inc.
- $206 Million
- Q4 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 2,836 shares of ESGV stock, worth $274,893. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,836
Previous 2,850
0.49%
Holding current value
$274,893
Previous $289,000
2.77%
% of portfolio
0.14%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding ESGV
# of Institutions
619Shares Held
28.6MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$297 Million0.01% of portfolio
-
Visa Foundation1.63MShares$158 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$121 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$82.2 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX694KShares$67.2 Million6.52% of portfolio