My Personal Cfo, LLC Vanguard World Fd Esg U.S. Sto Transaction History
My Personal Cfo, LLC
- $172 Million
- Q3 2024
A detailed history of My Personal Cfo, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, My Personal Cfo, LLC holds 27,552 shares of ESGV stock, worth $2.87 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
27,552
Previous 27,728
0.63%
Holding current value
$2.87 Million
Previous $2.68 Million
4.52%
% of portfolio
1.63%
Previous 1.53%
Shares
14 transactions
Others Institutions Holding ESGV
# of Institutions
544Shares Held
27.2MCall Options Held
700Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.75MShares$286 Million0.01% of portfolio
-
Visa Foundation1.72MShares$179 Million74.08% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$128 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.18MShares$123 Million0.37% of portfolio
-
Morgan Stanley New York, NY822KShares$85.5 Million0.01% of portfolio