Novare Capital Management LLC Vanguard World Fd Esg U.S. Sto Transaction History
Novare Capital Management LLC
- $1.21 Billion
- Q2 2025
A detailed history of Novare Capital Management LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Novare Capital Management LLC holds 11,355 shares of ESGV stock, worth $1.35 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
11,355
Previous 9,780
16.1%
Holding current value
$1.35 Million
Previous $957,000
29.99%
% of portfolio
0.1%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding ESGV
# of Institutions
673Shares Held
30.8MCall Options Held
0Put Options Held
2.8K-
Vanguard Group Inc Valley Forge, PA3.31MShares$393 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.67MShares$198 Million0.01% of portfolio
-
Wealthfront Advisers LLC1.52MShares$180 Million0.44% of portfolio
-
Creative Planning Overland Park, KS1.28MShares$151 Million0.12% of portfolio
-
Visa Foundation1.17MShares$139 Million100.0% of portfolio