Penobscot Wealth Management Vanguard World Fd Esg U.S. Sto Transaction History
Penobscot Wealth Management
- $239 Million
- Q2 2025
A detailed history of Penobscot Wealth Management transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Penobscot Wealth Management holds 8,400 shares of ESGV stock, worth $995,484. This represents 0.38% of its overall portfolio holdings.
Number of Shares
8,400
Previous 8,328
0.86%
Holding current value
$995,484
Previous $815,000
12.88%
% of portfolio
0.38%
Previous 0.4%
Shares
2 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