D. Scott Neal, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
D. Scott Neal, Inc.
- $188 Million
- Q3 2024
A detailed history of D. Scott Neal, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, D. Scott Neal, Inc. holds 2,363 shares of ESGV stock, worth $245,846. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,363
Previous 2,388
1.05%
Holding current value
$245,846
Previous $230,000
4.35%
% of portfolio
0.13%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding ESGV
# of Institutions
544Shares Held
27.2MCall Options Held
700Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.75MShares$286 Million0.01% of portfolio
-
Visa Foundation1.72MShares$179 Million74.08% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$128 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.18MShares$123 Million0.37% of portfolio
-
Morgan Stanley New York, NY822KShares$85.5 Million0.01% of portfolio