Quantum Financial Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Quantum Financial Advisors, LLC
- $523 Million
- Q3 2025
A detailed history of Quantum Financial Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 3,357 shares of ESGV stock, worth $401,732. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,357
Previous 3,357
-0.0%
Holding current value
$401,732
Previous $368,000
7.88%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding ESGV
# of Institutions
675Shares Held
30.8MCall Options Held
0Put Options Held
2.8K-
Vanguard Group Inc Valley Forge, PA3.31MShares$396 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.67MShares$200 Million0.01% of portfolio
-
Wealthfront Advisers LLC1.52MShares$182 Million0.44% of portfolio
-
Creative Planning Overland Park, KS1.28MShares$153 Million0.12% of portfolio
-
Visa Foundation1.17MShares$140 Million100.0% of portfolio