Blue Zone Wealth Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Blue Zone Wealth Advisors, LLC
- $461 Million
- Q3 2025
A detailed history of Blue Zone Wealth Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 2,883 shares of ESGV stock, worth $342,644. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,883
Previous 2,883
-0.0%
Holding current value
$342,644
Previous $316,000
7.91%
% of portfolio
0.07%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding ESGV
# of Institutions
704Shares 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