Cornerstone Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Cornerstone Wealth Management, LLC
- $1.73 Billion
- Q3 2025
A detailed history of Cornerstone Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 17,931 shares of ESGV stock, worth $2.13 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
17,931
Previous 17,954
0.13%
Holding current value
$2.13 Million
Previous $1.97 Million
7.88%
% of portfolio
0.12%
Previous 0.12%
Shares
15 transactions
Others Institutions Holding ESGV
# of Institutions
706Shares Held
31.3MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.48MShares$414 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.68MShares$200 Million0.01% of portfolio
-
Wealthfront Advisers LLC1.5MShares$178 Million0.43% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$146 Million0.11% of portfolio
-
Visa Foundation1.17MShares$139 Million100.0% of portfolio