J.W. Cole Advisors, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
J.W. Cole Advisors, Inc.
- $4.58 Billion
- Q2 2025
A detailed history of J.W. Cole Advisors, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 3,502 shares of ESGV stock, worth $415,022. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,502
Previous 3,131
11.85%
Holding current value
$415,022
Previous $306,000
25.16%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding ESGV
# of Institutions
673Shares Held
30.8MCall Options Held
0Put Options Held
2.8K-
Vanguard Group Inc Valley Forge, PA3.31MShares$393 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.67MShares$198 Million0.01% of portfolio
-
Wealthfront Advisers LLC1.52MShares$180 Million0.44% of portfolio
-
Creative Planning Overland Park, KS1.28MShares$151 Million0.12% of portfolio
-
Visa Foundation1.17MShares$139 Million100.0% of portfolio