Carolina Wealth Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Carolina Wealth Advisors, LLC
- $180 Million
- Q1 2024
A detailed history of Carolina Wealth Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 1,878 shares of ESGV stock, worth $187,461. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,878
Previous 1,878
-0.0%
Holding current value
$187,461
Previous $159,000
10.06%
% of portfolio
0.1%
Previous 0.09%
Shares
9 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