Milestone Investment Advisors LLC Vanguard World Fd Esg U.S. Sto Transaction History
Milestone Investment Advisors LLC
- $371 Million
- Q2 2024
A detailed history of Milestone Investment Advisors LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 8,197 shares of ESGV stock, worth $829,946. This represents 0.21% of its overall portfolio holdings.
Number of Shares
8,197
Previous 8,311
1.37%
Holding current value
$829,946
Previous $774,000
2.2%
% of portfolio
0.21%
Previous 0.21%
Shares
7 transactions
Others Institutions Holding ESGV
# of Institutions
515Shares Held
30MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.73MShares$682 Million0.01% of portfolio
-
Visa Foundation1.72MShares$174 Million70.92% of portfolio
-
Creative Planning Overland Park, KS1.18MShares$119 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.08MShares$110 Million0.35% of portfolio
-
Morgan Stanley New York, NY833KShares$84.3 Million0.01% of portfolio