Curio Wealth, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Curio Wealth, LLC holds 7,228 shares of ESGV stock, worth $777,660. This represents 0.41% of its overall portfolio holdings.

Number of Shares

7,228

Holding current value

$777,660

% of portfolio

0.41%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$100.18 - $109.1 $724,101 - $788,574	7,228 New	7,228 $758 Million

Others Institutions Holding ESGV

# of Institutions

594

Shares Held

27.5M

Call Options Held

700

Put Options Held

Vanguard Group Inc Valley Forge, PA

2.75M
Shares

$296 Million
0.01% of portfolio
Brooklyn Fi, LLC New York, NY

1.73M
Shares

$186 Million
0.99% of portfolio
Visa Foundation

1.63M
Shares

$175 Million
78.34% of portfolio
Creative Planning Overland Park, KS

1.23M
Shares

$132 Million
0.12% of portfolio
Morgan Stanley New York, NY

822K
Shares

$88.4 Million
0.01% of portfolio

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

More about ESGV

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