Boston Standard Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Boston Standard Wealth Management, LLC
- $455 Billion
- Q2 2024
A detailed history of Boston Standard Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 65,843 shares of ESGV stock, worth $6.57 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
65,843
Previous 67,037
1.78%
Holding current value
$6.57 Million
Previous $6.25 Billion
1.84%
% of portfolio
1.4%
Previous 1.41%
Shares
21 transactions
Others Institutions Holding ESGV
# of Institutions
502Shares Held
29.1MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.04MShares$602 Million0.01% of portfolio
-
Visa Foundation1.77MShares$177 Million100.0% of portfolio
-
Creative Planning Overland Park, KS1.16MShares$115 Million0.12% of portfolio
-
Wealthfront Advisers LLC956KShares$95.4 Million0.31% of portfolio
-
Morgan Stanley New York, NY854KShares$85.2 Million0.01% of portfolio