Root Financial Partners, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Root Financial Partners, LLC
- $1.03 Trillion
- Q2 2025
A detailed history of Root Financial Partners, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Root Financial Partners, LLC holds 2,259 shares of ESGV stock, worth $267,714. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,259
Previous 2,591
12.81%
Holding current value
$267,714
Previous $254 Million
2.41%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding ESGV
# of Institutions
673Shares Held
30.8MCall Options Held
0Put Options Held
2.8K-
Vanguard Group Inc Valley Forge, PA3.31MShares$393 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.67MShares$198 Million0.01% of portfolio
-
Wealthfront Advisers LLC1.52MShares$180 Million0.44% of portfolio
-
Creative Planning Overland Park, KS1.28MShares$151 Million0.12% of portfolio
-
Visa Foundation1.17MShares$139 Million100.0% of portfolio