Balanced Rock Investment Advisor Vanguard World Fd Esg U.S. Sto Transaction History
Balanced Rock Investment Advisor
- $126 Billion
- Q4 2024
A detailed history of Balanced Rock Investment Advisor transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 12,118 shares of ESGV stock, worth $1.2 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
12,118
Previous 12,849
5.69%
Holding current value
$1.2 Million
Previous $1.31 Billion
2.68%
% of portfolio
1.01%
Previous 1.02%
Shares
5 transactions
Others Institutions Holding ESGV
# of Institutions
619Shares Held
28.6MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$304 Million0.01% of portfolio
-
Visa Foundation1.63MShares$161 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$123 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$84 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX694KShares$68.7 Million6.52% of portfolio