Strategic Point Investment Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Strategic Point Investment Advisors, LLC
- $558 Million
- Q2 2024
A detailed history of Strategic Point Investment Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Strategic Point Investment Advisors, LLC holds 16,150 shares of ESGV stock, worth $1.64 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
16,150
Previous 16,060
0.56%
Holding current value
$1.64 Million
Previous $1.5 Million
4.28%
% of portfolio
0.28%
Previous 0.27%
Shares
15 transactions
Others Institutions Holding ESGV
# of Institutions
515Shares Held
30MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.73MShares$682 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