Confluence Wealth Services, Inc. Vanguard World Fd Esg Intl Stk Transaction History
Confluence Wealth Services, Inc.
- $1.38 Billion
- Q4 2024
A detailed history of Confluence Wealth Services, Inc. transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 5,507 shares of VSGX stock, worth $332,072. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,507
Previous 5,532
0.45%
Holding current value
$332,072
Previous $340,000
8.24%
% of portfolio
0.02%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding VSGX
# of Institutions
372Shares Held
48.4MCall Options Held
0Put Options Held
0-
Wealthfront Advisers LLC26.2MShares$1.58 Billion1.24% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.33MShares$201 Million0.0% of portfolio
-
Brooklyn Fi, LLC New York, NY2.07MShares$125 Million0.64% of portfolio
-
Creative Planning Overland Park, KS1.27MShares$76.3 Million0.07% of portfolio
-
Dundas Partners LLP Edinburgh, X01.08MShares$65.2 Million4.33% of portfolio