Monterey Private Wealth, Inc. Vanguard World Fd Esg Intl Stk Transaction History
Monterey Private Wealth, Inc.
- $303 Million
- Q4 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 28,431 shares of VSGX stock, worth $1.69 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
28,431
Previous 28,285
0.52%
Holding current value
$1.69 Million
Previous $1.74 Million
7.3%
% of portfolio
0.53%
Previous 0.59%
Shares
21 transactions
Others Institutions Holding VSGX
# of Institutions
377Shares Held
46.2MCall Options Held
0Put Options Held
0-
Wealthfront Advisers LLC26.2MShares$1.56 Billion1.24% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.33MShares$198 Million0.0% of portfolio
-
Creative Planning Overland Park, KS1.27MShares$75.3 Million0.07% of portfolio
-
Dundas Partners LLP Edinburgh, X01.08MShares$64.3 Million4.33% of portfolio
-
Leo Wealth, LLC Hurst, TX749KShares$44.5 Million3.8% of portfolio