Copperleaf Capital, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Copperleaf Capital, LLC
- $115 Million
- Q3 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 $737,551. This represents 0.61% of its overall portfolio holdings.
Number of Shares
6,960
Previous 6,960
-0.0%
Holding current value
$737,551
Previous $672,000
5.21%
% of portfolio
0.61%
Previous 0.61%
Shares
1 transactions
Others Institutions Holding ESGV
# of Institutions
545Shares Held
27.3MCall Options Held
700Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.75MShares$292 Million0.01% of portfolio
-
Visa Foundation1.72MShares$182 Million74.08% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$130 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.18MShares$125 Million0.37% of portfolio
-
Morgan Stanley New York, NY822KShares$87.1 Million0.01% of portfolio