Perigon Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 18,060 shares of ESGV stock, worth $1.86 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
18,060Holding current value
$1.86 Million% of portfolio
0.05%Shares
4 transactions
Others Institutions Holding ESGV
# of Institutions
521Shares Held
30.3MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.73MShares$695 Million0.01% of portfolio
-
Visa Foundation1.72MShares$178 Million70.92% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$127 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.08MShares$112 Million0.35% of portfolio
-
Morgan Stanley New York, NY833KShares$86 Million0.01% of portfolio