Patriot Investment Management Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Patriot Investment Management Inc.
- $1.52 Billion
- Q3 2025
A detailed history of Patriot Investment Management Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Patriot Investment Management Inc. holds 28,083 shares of ESGV stock, worth $3.33 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
28,083
Previous 50,298
44.17%
Holding current value
$3.33 Million
Previous $5.51 Million
39.68%
% of portfolio
0.22%
Previous 0.38%
Shares
17 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