Copperleaf Capital, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Copperleaf Capital, LLC
- $123 Million
- Q4 2024
A detailed history of Copperleaf Capital, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Copperleaf Capital, LLC holds 6,960 shares of ESGV stock, worth $748,826. This represents 0.6% of its overall portfolio holdings.
Number of Shares
6,960
Previous 6,960
-0.0%
Holding current value
$748,826
Previous $707,000
3.25%
% of portfolio
0.6%
Previous 0.61%
Shares
1 transactions
Others Institutions Holding ESGV
# of Institutions
588Shares Held
27.2MCall Options Held
700Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.75MShares$296 Million0.01% of portfolio
-
Visa Foundation1.72MShares$185 Million74.08% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$132 Million0.12% of portfolio
-
Morgan Stanley New York, NY822KShares$88.4 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX694KShares$74.6 Million6.52% of portfolio