Waypoint Wealth Partners Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Waypoint Wealth Partners Inc.
- $354 Million
- Q4 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 2,725 shares of ESGV stock, worth $277,568. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,725
Previous 2,675
1.87%
Holding current value
$277,568
Previous $271,000
5.17%
% of portfolio
0.08%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding ESGV
# of Institutions
618Shares Held
28.4MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$312 Million0.01% of portfolio
-
Visa Foundation1.63MShares$166 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$127 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$86.4 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX694KShares$70.6 Million6.52% of portfolio