Sage View Advisory Group, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Sage View Advisory Group, LLC
- $2.15 Trillion
- Q2 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 160,850 shares of ESGV stock, worth $16.3 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
160,850
Previous 51,749
210.83%
Holding current value
$16.3 Million
Previous $2.6 Billion
498.61%
% of portfolio
0.72%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding ESGV
# of Institutions
516Shares Held
30.1MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.73MShares$681 Million0.01% of portfolio
-
Visa Foundation1.72MShares$174 Million70.92% of portfolio
-
Creative Planning Overland Park, KS1.18MShares$119 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.08MShares$110 Million0.35% of portfolio
-
Morgan Stanley New York, NY833KShares$84.3 Million0.01% of portfolio