Us Financial Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Us Financial Advisors, LLC
- $289 Million
- Q1 2024
A detailed history of Us Financial Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Us Financial Advisors, LLC holds 17,092 shares of ESGV stock, worth $1.69 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
17,092
Previous 16,676
2.49%
Holding current value
$1.69 Million
Previous $1.42 Million
12.27%
% of portfolio
0.55%
Previous 0.53%
Shares
6 transactions
Others Institutions Holding ESGV
# of Institutions
501Shares Held
29.1MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.04MShares$596 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$94.4 Million0.31% of portfolio
-
Morgan Stanley New York, NY854KShares$84.4 Million0.01% of portfolio