Provence Wealth Management Group Vanguard World Fd Esg U.S. Sto Transaction History
Provence Wealth Management Group
- $186 Million
- Q4 2023
A detailed history of Provence Wealth Management Group transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Provence Wealth Management Group holds 60 shares of ESGV stock, worth $5,979. This represents 0.0% of its overall portfolio holdings.
Number of Shares
60
Previous 60
-0.0%
Holding current value
$5,979
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding ESGV
# of Institutions
515Shares Held
30MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.73MShares$671 Million0.01% of portfolio
-
Visa Foundation1.72MShares$172 Million70.92% of portfolio
-
Creative Planning Overland Park, KS1.18MShares$117 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.08MShares$108 Million0.35% of portfolio
-
Morgan Stanley New York, NY833KShares$83 Million0.01% of portfolio