Joel Adams & Associates, Inc. Vanguard World Fd Esg Intl Stk Transaction History
Joel Adams & Associates, Inc.
- $111 Billion
- Q1 2025
A detailed history of Joel Adams & Associates, Inc. transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 154,717 shares of VSGX stock, worth $9.29 Million. This represents 8.21% of its overall portfolio holdings.
Number of Shares
154,717
Previous 159,361
2.91%
Holding current value
$9.29 Million
Previous $9.04 Billion
0.99%
% of portfolio
8.21%
Previous 8.21%
Shares
2 transactions
Others Institutions Holding VSGX
# of Institutions
380Shares Held
20.1MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.33MShares$200 Million0.0% of portfolio
-
Creative Planning Overland Park, KS1.27MShares$76 Million0.07% of portfolio
-
Dundas Partners LLP Edinburgh, X01.08MShares$64.9 Million4.33% of portfolio
-
Leo Wealth, LLC Hurst, TX749KShares$45 Million3.8% of portfolio
-
Leo Brokerage, LLC736KShares$44.2 Million4.46% of portfolio