Valued Wealth Advisors LLC Vanguard World Fd Esg U.S. Sto Transaction History
Valued Wealth Advisors LLC
- $192 Billion
- Q2 2025
A detailed history of Valued Wealth Advisors LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 103 shares of ESGV stock, worth $12,326. This represents 0.01% of its overall portfolio holdings.
Number of Shares
103
Previous 103
-0.0%
Holding current value
$12,326
Previous $10 Million
11.94%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding ESGV
# of Institutions
675Shares Held
30.8MCall Options Held
0Put Options Held
2.8K-
Vanguard Group Inc Valley Forge, PA3.31MShares$396 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.67MShares$200 Million0.01% of portfolio
-
Wealthfront Advisers LLC1.52MShares$182 Million0.44% of portfolio
-
Creative Planning Overland Park, KS1.28MShares$153 Million0.12% of portfolio
-
Visa Foundation1.17MShares$140 Million100.0% of portfolio