Cornerstone Wealth Advisors, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Cornerstone Wealth Advisors, Inc.
- $364 Million
- Q4 2024
A detailed history of Cornerstone Wealth Advisors, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Cornerstone Wealth Advisors, Inc. holds 3,530 shares of ESGV stock, worth $365,072. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,530
Previous 2,455
43.79%
Holding current value
$365,072
Previous $249,000
48.59%
% of portfolio
0.1%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding ESGV
# of Institutions
618Shares Held
28.4MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$317 Million0.01% of portfolio
-
Visa Foundation1.63MShares$168 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$129 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$87.7 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX694KShares$71.7 Million6.52% of portfolio