Martel Wealth Advisors Inc Vanguard World Fd Esg U.S. Sto Transaction History
Martel Wealth Advisors Inc
- $489 Billion
- Q3 2024
A detailed history of Martel Wealth Advisors Inc transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 2,200 shares of ESGV stock, worth $226,974. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,200
Previous 2,200
-0.0%
Holding current value
$226,974
Previous $213 Million
4.74%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding ESGV
# of Institutions
520Shares Held
30.1MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.73MShares$695 Million0.01% of portfolio
-
Visa Foundation1.72MShares$178 Million70.92% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$127 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.08MShares$112 Million0.35% of portfolio
-
Morgan Stanley New York, NY833KShares$85.9 Million0.01% of portfolio