West Financial Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History
West Financial Advisors, LLC
- $518 Million
- Q4 2024
A detailed history of West Financial Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, West Financial Advisors, LLC holds 19,290 shares of ESGV stock, worth $2.08 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
19,290
Previous 21,408
9.89%
Holding current value
$2.08 Million
Previous $2.18 Million
7.03%
% of portfolio
0.39%
Previous 0.42%
Shares
17 transactions
Others Institutions Holding ESGV
# of Institutions
570Shares Held
27.3MCall Options Held
700Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.75MShares$297 Million0.01% of portfolio
-
Visa Foundation1.72MShares$186 Million74.08% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$133 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.18MShares$127 Million0.37% of portfolio
-
Morgan Stanley New York, NY822KShares$88.6 Million0.01% of portfolio