Monterey Private Wealth, Inc. Vanguard World Fd Esg Intl Stk Transaction History
Monterey Private Wealth, Inc.
- $267 Million
- Q2 2024
A detailed history of Monterey Private Wealth, Inc. transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 28,587 shares of VSGX stock, worth $1.7 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
28,587
Previous 29,986
4.67%
Holding current value
$1.7 Million
Previous $1.72 Million
4.99%
% of portfolio
0.61%
Previous 0.69%
Shares
19 transactions
Others Institutions Holding VSGX
# of Institutions
343Shares Held
19.2MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA4.73MShares$282 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.2MShares$71.5 Million0.07% of portfolio
-
Leo Wealth, LLC Hurst, TX760KShares$45.2 Million4.44% of portfolio
-
Leo Brokerage, LLC736KShares$43.8 Million4.46% of portfolio
-
Royal Bank Of Canada Toronto, A6477KShares$28.3 Million0.01% of portfolio