Roxbury Financial LLC Vanguard World Fd Esg U.S. Sto Transaction History

Roxbury Financial LLC

$104 Billion
Q4 2024

A detailed history of Roxbury Financial LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Roxbury Financial LLC holds 30 shares of ESGV stock, worth $3,235. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,235

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$100.18 - $109.1 $3,005 - $3,273	30 New	30 $3.29 Million

Others Institutions Holding ESGV

# of Institutions

573

Shares Held

27.8M

Call Options Held

700

Put Options Held

Vanguard Group Inc Valley Forge, PA

2.75M
Shares

$297 Million
0.01% of portfolio
Visa Foundation

1.72M
Shares

$186 Million
74.08% of portfolio
Creative Planning Overland Park, KS

1.23M
Shares

$133 Million
0.12% of portfolio
Wealthfront Advisers LLC

1.18M
Shares

$127 Million
0.37% of portfolio
Morgan Stanley New York, NY

822K
Shares

$88.6 Million
0.01% of portfolio

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

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