Conquis Financial LLC Vanguard World Fd Esg U.S. Sto Transaction History

Conquis Financial LLC

$97.7 Billion
Q4 2024

A detailed history of Conquis Financial LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Conquis Financial LLC holds 267 shares of ESGV stock, worth $26,454. This represents 0.03% of its overall portfolio holdings.

Number of Shares

267

Holding current value

$26,454

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	BUY	$100.18 - $109.1 $26,748 - $29,129	267 New	267 $28 Million

Others Institutions Holding ESGV

# of Institutions

620

Shares Held

28.6M

Call Options Held

Put Options Held

Vanguard Group Inc Valley Forge, PA

3.07M
Shares

$304 Million
0.01% of portfolio
Visa Foundation

1.63M
Shares

$161 Million
78.34% of portfolio
Creative Planning Overland Park, KS

1.24M
Shares

$123 Million
0.13% of portfolio
Morgan Stanley New York, NY

848K
Shares

$84 Million
0.01% of portfolio
Leo Wealth, LLC Hurst, TX

694K
Shares

$68.7 Million
6.52% of portfolio

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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Conquis Financial LLC Vanguard World Fd Esg U.S. Sto Transaction History