Legacy Financial Advisors, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Legacy Financial Advisors, Inc.
- $515 Million
- Q3 2024
A detailed history of Legacy Financial Advisors, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 3,894 shares of ESGV stock, worth $412,647. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,894
Previous 4,203
7.35%
Holding current value
$412,647
Previous $406,000
2.71%
% of portfolio
0.08%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding ESGV
# of Institutions
545Shares Held
27.3MCall Options Held
700Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.75MShares$292 Million0.01% of portfolio
-
Visa Foundation1.72MShares$182 Million74.08% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$130 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.18MShares$125 Million0.37% of portfolio
-
Morgan Stanley New York, NY822KShares$87.1 Million0.01% of portfolio