Cornerstone Wealth Advisors, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Cornerstone Wealth Advisors, Inc.
- $360 Million
- Q3 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 2,455 shares of ESGV stock, worth $264,673. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,455
Previous 2,450
0.2%
Holding current value
$264,673
Previous $236,000
5.51%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding ESGV
# of Institutions
545Shares Held
27.3MCall Options Held
700Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.75MShares$297 Million0.01% of portfolio
-
Visa Foundation1.72MShares$186 Million74.08% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$133 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.18MShares$127 Million0.37% of portfolio
-
Morgan Stanley New York, NY822KShares$88.6 Million0.01% of portfolio