Schmidt P J Investment Management Inc Vanguard World Fd Esg U.S. Sto Transaction History
Schmidt P J Investment Management Inc
- $563 Million
- Q4 2024
A detailed history of Schmidt P J Investment Management Inc transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 6,695 shares of ESGV stock, worth $681,952. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,695
Previous 7,087
5.53%
Holding current value
$681,952
Previous $720,000
2.5%
% of portfolio
0.12%
Previous 0.12%
Shares
10 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