Sound View Wealth Advisors Group, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Sound View Wealth Advisors Group, LLC
- $1.23 Billion
- Q4 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 3,230 shares of ESGV stock, worth $323,419. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,230
Previous 3,203
0.84%
Holding current value
$323,419
Previous $325,000
4.0%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding ESGV
# of Institutions
621Shares Held
28.6MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$307 Million0.01% of portfolio
-
Visa Foundation1.63MShares$163 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$125 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$84.9 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX694KShares$69.4 Million6.52% of portfolio