Monterey Private Wealth, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Monterey Private Wealth, Inc.
- $267 Million
- Q2 2024
A detailed history of Monterey Private Wealth, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 43,766 shares of ESGV stock, worth $4.25 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
43,766
Previous 43,994
0.52%
Holding current value
$4.25 Million
Previous $4.1 Million
3.15%
% of portfolio
1.58%
Previous 1.65%
Shares
19 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