Newton One Investments LLC Vanguard World Fd Esg U.S. Sto Transaction History
Newton One Investments LLC
- $227 Million
- Q1 2024
A detailed history of Newton One Investments LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Newton One Investments LLC holds 868 shares of ESGV stock, worth $85,758. This represents 0.04% of its overall portfolio holdings.
Number of Shares
868
Previous 866
0.23%
Holding current value
$85,758
Previous $73,000
9.59%
% of portfolio
0.04%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding ESGV
# of Institutions
501Shares Held
29.1MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.04MShares$596 Million0.01% of portfolio
-
Visa Foundation1.77MShares$175 Million100.0% of portfolio
-
Creative Planning Overland Park, KS1.16MShares$114 Million0.12% of portfolio
-
Wealthfront Advisers LLC956KShares$94.4 Million0.31% of portfolio
-
Morgan Stanley New York, NY854KShares$84.4 Million0.01% of portfolio