Copperleaf Capital, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Copperleaf Capital, LLC
- $137 Million
- Q3 2025
A detailed history of Copperleaf Capital, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Copperleaf Capital, LLC holds 6,951 shares of ESGV stock, worth $826,126. This represents 0.6% of its overall portfolio holdings.
Number of Shares
6,951
Previous 6,951
-0.0%
Holding current value
$826,126
Previous $762,000
8.01%
% of portfolio
0.6%
Previous 0.55%
Shares
2 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