New Edge Wealth, LLC Vanguard World Fd Esg U.S. Sto Transaction History
New Edge Wealth, LLC
- $5.41 Billion
- Q3 2024
A detailed history of New Edge Wealth, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, New Edge Wealth, LLC holds 19,952 shares of ESGV stock, worth $2.1 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
19,952
Previous 19,037
4.81%
Holding current value
$2.1 Million
Previous $1.84 Million
10.28%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding ESGV
# of Institutions
545Shares Held
27.3MCall Options Held
700Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.75MShares$289 Million0.01% of portfolio
-
Visa Foundation1.72MShares$181 Million74.08% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$129 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.18MShares$124 Million0.37% of portfolio
-
Morgan Stanley New York, NY822KShares$86.3 Million0.01% of portfolio