Sage View Advisory Group, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Sage View Advisory Group, LLC
- $2.32 Trillion
- Q4 2024
A detailed history of Sage View Advisory Group, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 137,692 shares of ESGV stock, worth $14 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
137,692
Previous 137,322
0.27%
Holding current value
$14 Million
Previous $14 Billion
3.47%
% of portfolio
0.62%
Previous 0.71%
Shares
5 transactions
Others Institutions Holding ESGV
# of Institutions
618Shares Held
28.4MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$312 Million0.01% of portfolio
-
Visa Foundation1.63MShares$166 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$127 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$86.4 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX694KShares$70.6 Million6.52% of portfolio