Platt Investment Counsel, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Platt Investment Counsel, LLC
- $104 Million
- Q2 2024
A detailed history of Platt Investment Counsel, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Platt Investment Counsel, LLC holds 406,441 shares of ESGV stock, worth $39.5 Million. This represents 37.91% of its overall portfolio holdings.
Number of Shares
406,441
Previous 395,419
2.79%
Holding current value
$39.5 Million
Previous $36.8 Million
6.57%
% of portfolio
37.91%
Previous 35.25%
Shares
15 transactions
Others Institutions Holding ESGV
# of Institutions
514Shares Held
30MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.73MShares$654 Million0.01% of portfolio
-
Visa Foundation1.72MShares$167 Million70.92% of portfolio
-
Creative Planning Overland Park, KS1.18MShares$114 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.08MShares$105 Million0.35% of portfolio
-
Morgan Stanley New York, NY833KShares$80.8 Million0.01% of portfolio