Clearview Wealth Advisors LLC Vanguard World Fd Esg U.S. Sto Transaction History
Clearview Wealth Advisors LLC
- $130 Million
- Q4 2024
A detailed history of Clearview Wealth Advisors LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 9,351 shares of ESGV stock, worth $911,816. This represents 0.75% of its overall portfolio holdings.
Number of Shares
9,351
Previous 9,833
4.9%
Holding current value
$911,816
Previous $999,000
1.9%
% of portfolio
0.75%
Previous 0.78%
Shares
9 transactions
Others Institutions Holding ESGV
# of Institutions
623Shares Held
30MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$299 Million0.01% of portfolio
-
Visa Foundation1.63MShares$159 Million78.34% of portfolio
-
Wealthfront Advisers LLC1.44MShares$141 Million0.45% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$121 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$82.7 Million0.01% of portfolio