Clearstead Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Clearstead Advisors, LLC
- $7.4 Billion
- Q3 2025
A detailed history of Clearstead Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Clearstead Advisors, LLC holds 940 shares of ESGV stock, worth $111,719. This represents 0.0% of its overall portfolio holdings.
Number of Shares
940
Previous 354
165.54%
Holding current value
$111,719
Previous $38,000
192.11%
% of portfolio
0.0%
Previous 0.0%
Shares
6 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