Momentous Wealth Management, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Momentous Wealth Management, Inc.
- $141 Billion
- Q1 2025
A detailed history of Momentous Wealth Management, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Momentous Wealth Management, Inc. holds 2,827 shares of ESGV stock, worth $316,963. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,827
Previous 2,988
5.39%
Holding current value
$316,963
Previous $313 Million
11.66%
% of portfolio
0.2%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding ESGV
# of Institutions
663Shares Held
31MCall Options Held
0Put Options Held
2.8K-
Vanguard Group Inc Valley Forge, PA3.22MShares$361 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.67MShares$188 Million0.01% of portfolio
-
Wealthfront Advisers LLC1.52MShares$171 Million0.44% of portfolio
-
Visa Foundation1.36MShares$152 Million100.0% of portfolio
-
Creative Planning Overland Park, KS1.25MShares$141 Million0.12% of portfolio