Cornerstone Wealth Advisors, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Cornerstone Wealth Advisors, Inc.
- $360 Million
- Q1 2025
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 $325,218. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,530
Previous 3,530
-0.0%
Holding current value
$325,218
Previous $370,000
7.03%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding ESGV
# of Institutions
626Shares Held
30.1MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$283 Million0.01% of portfolio
-
Visa Foundation1.63MShares$150 Million78.34% of portfolio
-
Wealthfront Advisers LLC1.44MShares$133 Million0.45% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$115 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$78.1 Million0.01% of portfolio