Waypoint Wealth Partners Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Waypoint Wealth Partners Inc.
- $362 Million
- Q3 2024
A detailed history of Waypoint Wealth Partners Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 2,675 shares of ESGV stock, worth $278,307. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,675
Previous 2,675
-0.0%
Holding current value
$278,307
Previous $258,000
5.04%
% of portfolio
0.07%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding ESGV
# of Institutions
544Shares Held
27.2MCall Options Held
700Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.75MShares$286 Million0.01% of portfolio
-
Visa Foundation1.72MShares$179 Million74.08% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$128 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.18MShares$123 Million0.37% of portfolio
-
Morgan Stanley New York, NY822KShares$85.5 Million0.01% of portfolio