Wingate Wealth Advisors, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Wingate Wealth Advisors, Inc.
- $112 Billion
- Q2 2025
A detailed history of Wingate Wealth Advisors, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 14,446 shares of ESGV stock, worth $1.71 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
14,446
Previous 14,411
0.24%
Holding current value
$1.71 Million
Previous $1.41 Billion
12.2%
% of portfolio
1.41%
Previous 1.62%
Shares
3 transactions
Others Institutions Holding ESGV
# of Institutions
673Shares Held
30.8MCall Options Held
0Put Options Held
2.8K-
Vanguard Group Inc Valley Forge, PA3.31MShares$393 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.67MShares$198 Million0.01% of portfolio
-
Wealthfront Advisers LLC1.52MShares$180 Million0.44% of portfolio
-
Creative Planning Overland Park, KS1.28MShares$151 Million0.12% of portfolio
-
Visa Foundation1.17MShares$139 Million100.0% of portfolio