Valued Wealth Advisors LLC Vanguard World Fd Esg U.S. Sto Transaction History
Valued Wealth Advisors LLC
- $216 Billion
- Q3 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 $12,241. This represents 0.01% of its overall portfolio holdings.
Number of Shares
103
Previous 103
-0.0%
Holding current value
$12,241
Previous $11.2 Million
8.03%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding ESGV
# of Institutions
705Shares Held
31.3MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.48MShares$414 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.68MShares$200 Million0.01% of portfolio
-
Wealthfront Advisers LLC1.5MShares$178 Million0.43% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$146 Million0.11% of portfolio
-
Visa Foundation1.17MShares$139 Million100.0% of portfolio