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 $691,545. This represents 0.6% of its overall portfolio holdings.
Number of Shares
6,960
Previous 6,960
-0.0%
Holding current value
$691,545
Previous $707,000
3.25%
% of portfolio
0.6%
Previous 0.61%
Shares
1 transactions
Others Institutions Holding ESGV
# of Institutions
620Shares Held
28.6MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$305 Million0.01% of portfolio
-
Visa Foundation1.63MShares$162 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$124 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$84.3 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX694KShares$68.9 Million6.52% of portfolio