New Potomac Partners, LLC Vanguard World Fd Esg U.S. Sto Transaction History

New Potomac Partners, LLC

$192 Million
Q3 2024

A detailed history of New Potomac Partners, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, New Potomac Partners, LLC holds 250 shares of ESGV stock, worth $27,152. This represents 0.01% of its overall portfolio holdings.

Number of Shares

250

Holding current value

$27,152

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	BUY	$91.37 - $101.65 $22,842 - $25,412	250 New	250 $25,000

Others Institutions Holding ESGV

# of Institutions

545

Shares Held

27.3M

Call Options Held

700

Put Options Held

Vanguard Group Inc Valley Forge, PA

2.75M
Shares

$299 Million
0.01% of portfolio
Visa Foundation

1.72M
Shares

$187 Million
74.08% of portfolio
Creative Planning Overland Park, KS

1.23M
Shares

$134 Million
0.12% of portfolio
Wealthfront Advisers LLC

1.18M
Shares

$128 Million
0.37% of portfolio
Morgan Stanley New York, NY

822K
Shares

$89.2 Million
0.01% of portfolio

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

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New Potomac Partners, LLC Vanguard World Fd Esg U.S. Sto Transaction History