Quantum Financial Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Quantum Financial Advisors, LLC
- $416 Million
- Q1 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 $350,067. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,357
Previous 3,347
0.3%
Holding current value
$350,067
Previous $351,000
6.84%
% of portfolio
0.08%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding ESGV
# of Institutions
630Shares Held
30.6MCall Options Held
0Put Options Held
2.8K-
Vanguard Group Inc Valley Forge, PA3.22MShares$335 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.67MShares$175 Million0.01% of portfolio
-
Wealthfront Advisers LLC1.5MShares$157 Million0.42% of portfolio
-
Visa Foundation1.36MShares$141 Million100.0% of portfolio
-
Creative Planning Overland Park, KS1.25MShares$131 Million0.12% of portfolio