Curio Wealth, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Curio Wealth, LLC holds 7,228 shares of ESGV stock, worth $700,610. This represents 0.41% of its overall portfolio holdings.

Number of Shares

7,228

Holding current value

$700,610

% of portfolio

0.41%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$100.18 - $109.1 $724,101 - $788,574	7,228 New	7,228 $758 Million

Others Institutions Holding ESGV

# of Institutions

619

Shares Held

28.6M

Call Options Held

Put Options Held

Vanguard Group Inc Valley Forge, PA

3.07M
Shares

$297 Million
0.01% of portfolio
Visa Foundation

1.63M
Shares

$158 Million
78.34% of portfolio
Creative Planning Overland Park, KS

1.24M
Shares

$121 Million
0.13% of portfolio
Morgan Stanley New York, NY

848K
Shares

$82.2 Million
0.01% of portfolio
Leo Wealth, LLC Hurst, TX

694K
Shares

$67.2 Million
6.52% of portfolio

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

More about ESGV

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