Towerpoint Wealth, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Towerpoint Wealth, LLC
- $197 Million
- Q1 2024
A detailed history of Towerpoint Wealth, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 2,569 shares of ESGV stock, worth $253,380. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,569
Previous 3,043
15.58%
Holding current value
$253,380
Previous $258,000
7.36%
% of portfolio
0.12%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding ESGV
# of Institutions
502Shares Held
29.2MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.04MShares$595 Million0.01% of portfolio
-
Visa Foundation1.77MShares$175 Million100.0% of portfolio
-
Creative Planning Overland Park, KS1.16MShares$114 Million0.12% of portfolio
-
Wealthfront Advisers LLC956KShares$94.2 Million0.31% of portfolio
-
Morgan Stanley New York, NY854KShares$84.2 Million0.01% of portfolio