Diversified Portfolios, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Diversified Portfolios, Inc.
- $699 Million
- Q1 2024
A detailed history of Diversified Portfolios, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 152,126 shares of ESGV stock, worth $14.7 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
152,126
Previous 157,198
3.23%
Holding current value
$14.7 Million
Previous $13.4 Million
6.02%
% of portfolio
2.03%
Previous 2.12%
Shares
19 transactions
Others Institutions Holding ESGV
# of Institutions
501Shares Held
29.2MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.04MShares$583 Million0.01% of portfolio
-
Visa Foundation1.77MShares$171 Million100.0% of portfolio
-
Creative Planning Overland Park, KS1.16MShares$112 Million0.12% of portfolio
-
Wealthfront Advisers LLC956KShares$92.3 Million0.31% of portfolio
-
Morgan Stanley New York, NY854KShares$82.5 Million0.01% of portfolio