Towerpoint Wealth, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Towerpoint Wealth, LLC
- $201 Million
- Q4 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 3,139 shares of ESGV stock, worth $306,083. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,139
Previous 2,379
31.95%
Holding current value
$306,083
Previous $241,000
36.51%
% of portfolio
0.16%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding ESGV
# of Institutions
623Shares Held
30MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$299 Million0.01% of portfolio
-
Visa Foundation1.63MShares$159 Million78.34% of portfolio
-
Wealthfront Advisers LLC1.44MShares$141 Million0.45% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$121 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$82.7 Million0.01% of portfolio