York Bridge Wealth Partners, LLC Vanguard World Fd Esg U.S. Sto Transaction History
York Bridge Wealth Partners, LLC
- $394 Million
- Q4 2022
A detailed history of York Bridge Wealth Partners, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 3,375 shares of ESGV stock, worth $354,476. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,375
Previous 3,375
-0.0%
Holding current value
$354,476
Previous $212,000
4.72%
% of portfolio
0.06%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding ESGV
# of Institutions
633Shares Held
30.6MCall Options Held
0Put Options Held
3.17K-
Vanguard Group Inc Valley Forge, PA3.22MShares$338 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.67MShares$176 Million0.01% of portfolio
-
Wealthfront Advisers LLC1.5MShares$158 Million0.42% of portfolio
-
Visa Foundation1.36MShares$142 Million100.0% of portfolio
-
Creative Planning Overland Park, KS1.25MShares$132 Million0.12% of portfolio