Zevin Asset Management LLC Vanguard World Fd Esg U.S. Sto Transaction History
Zevin Asset Management LLC
- $687 Million
- Q3 2025
A detailed history of Zevin Asset Management LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Zevin Asset Management LLC holds 5,955 shares of ESGV stock, worth $707,751. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,955
Previous 4,369
36.3%
Holding current value
$707,751
Previous $479,000
47.18%
% of portfolio
0.1%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding ESGV
# of Institutions
705Shares Held
31.3MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.48MShares$414 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.68MShares$200 Million0.01% of portfolio
-
Wealthfront Advisers LLC1.5MShares$178 Million0.43% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$146 Million0.11% of portfolio
-
Visa Foundation1.17MShares$139 Million100.0% of portfolio