Householder Group Estate & Retirement Specialist, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Householder Group Estate & Retirement Specialist, LLC

$343 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 13, 2023	BUY	$65.27 - $73.55 $14,751 - $16,622	226 New	226 $16,000
Q3 2022 Oct 11, 2022	BUY	$62.91 - $76.54 $14,217 - $17,298	226 New	226 $14,000

Others Institutions Holding ESGV

# of Institutions

545

Shares Held

27.3M

Call Options Held

700

Put Options Held

Vanguard Group Inc Valley Forge, PA

2.75M
Shares

$293 Million
0.01% of portfolio
Visa Foundation

1.72M
Shares

$183 Million
74.08% of portfolio
Creative Planning Overland Park, KS

1.23M
Shares

$131 Million
0.12% of portfolio
Wealthfront Advisers LLC

1.18M
Shares

$126 Million
0.37% of portfolio
Morgan Stanley New York, NY

822K
Shares

$87.5 Million
0.01% of portfolio

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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