Cornerstone Wealth Advisors, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Cornerstone Wealth Advisors, Inc.
- $364 Million
- Q4 2024
A detailed history of Cornerstone Wealth Advisors, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Cornerstone Wealth Advisors, Inc. holds 3,530 shares of ESGV stock, worth $344,210. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,530
Previous 2,455
43.79%
Holding current value
$344,210
Previous $249,000
48.59%
% of portfolio
0.1%
Previous 0.07%
Shares
3 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