Monterey Private Wealth, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Monterey Private Wealth, Inc.
- $303 Million
- Q4 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 44,936 shares of ESGV stock, worth $4.73 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
44,936
Previous 44,812
0.28%
Holding current value
$4.73 Million
Previous $4.56 Million
3.47%
% of portfolio
1.56%
Previous 1.56%
Shares
21 transactions
Others Institutions Holding ESGV
# of Institutions
617Shares Held
28.4MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$323 Million0.01% of portfolio
-
Visa Foundation1.63MShares$171 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$131 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$89.3 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX694KShares$73 Million6.52% of portfolio