Clearstead Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Clearstead Advisors, LLC
- $6.94 Billion
- Q2 2025
A detailed history of Clearstead Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Clearstead Advisors, LLC holds 354 shares of ESGV stock, worth $39,991. This represents 0.0% of its overall portfolio holdings.
Number of Shares
354
Previous 354
-0.0%
Holding current value
$39,991
Previous $34,000
11.76%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding ESGV
# of Institutions
672Shares Held
30.9MCall Options Held
0Put Options Held
2.8K-
Vanguard Group Inc Valley Forge, PA3.31MShares$374 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.67MShares$189 Million0.01% of portfolio
-
Wealthfront Advisers LLC1.52MShares$172 Million0.44% of portfolio
-
Creative Planning Overland Park, KS1.28MShares$144 Million0.12% of portfolio
-
Visa Foundation1.17MShares$132 Million100.0% of portfolio