Aprio Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Aprio Wealth Management, LLC
- $902 Million
- Q3 2025
A detailed history of Aprio Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 3,669 shares of ESGV stock, worth $436,060. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,669
Previous 3,666
0.08%
Holding current value
$436,060
Previous $401,000
8.23%
% of portfolio
0.05%
Previous 0.05%
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