Forvis Wealth Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 10,080 shares of ESGV stock, worth $1 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,080
Previous 10,200
1.18%
Holding current value
$1 Million
Previous $950,000
2.42%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding ESGV
# of Institutions
515Shares Held
30MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.73MShares$671 Million0.01% of portfolio
-
Visa Foundation1.72MShares$172 Million70.92% of portfolio
-
Creative Planning Overland Park, KS1.18MShares$117 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.08MShares$108 Million0.35% of portfolio
-
Morgan Stanley New York, NY833KShares$83 Million0.01% of portfolio