Life Guide Financial Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Life Guide Financial Advisors, LLC
- $205 Million
- Q2 2024
A detailed history of Life Guide Financial Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Life Guide Financial Advisors, LLC holds 116,754 shares of ESGV stock, worth $11.3 Million. This represents 5.51% of its overall portfolio holdings.
Number of Shares
116,754
Previous 111,814
4.42%
Holding current value
$11.3 Million
Previous $10.4 Million
8.26%
% of portfolio
5.51%
Previous 5.26%
Shares
6 transactions
Others Institutions Holding ESGV
# of Institutions
514Shares Held
30MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.73MShares$654 Million0.01% of portfolio
-
Visa Foundation1.72MShares$167 Million70.92% of portfolio
-
Creative Planning Overland Park, KS1.18MShares$114 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.08MShares$105 Million0.35% of portfolio
-
Morgan Stanley New York, NY833KShares$80.8 Million0.01% of portfolio