Sound Income Strategies, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Sound Income Strategies, LLC
- $1.76 Billion
- Q3 2025
A detailed history of Sound Income Strategies, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Sound Income Strategies, LLC holds 1,024 shares of ESGV stock, worth $121,354. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,024
Previous 800
28.0%
Holding current value
$121,354
Previous $87,000
39.08%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding ESGV
# of Institutions
672Shares 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