Values Added Financial LLC Vanguard World Fd Esg U.S. Sto Transaction History
Values Added Financial LLC
- $128 Billion
- Q1 2024
A detailed history of Values Added Financial LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Values Added Financial LLC holds 13,156 shares of ESGV stock, worth $1.29 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
13,156
Previous 13,156
-0.0%
Holding current value
$1.29 Million
Previous $1.12 Billion
9.56%
% of portfolio
0.96%
Previous 0.92%
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$591 Million0.01% of portfolio
-
Visa Foundation1.77MShares$174 Million100.0% of portfolio
-
Creative Planning Overland Park, KS1.16MShares$113 Million0.12% of portfolio
-
Wealthfront Advisers LLC956KShares$93.6 Million0.31% of portfolio
-
Morgan Stanley New York, NY854KShares$83.6 Million0.01% of portfolio