Diversify Advisory Services, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Diversify Advisory Services, LLC
- $2.98 Trillion
- Q3 2025
A detailed history of Diversify Advisory Services, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 1,882 shares of ESGV stock, worth $223,675. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,882
Previous 2,018
6.74%
Holding current value
$223,675
Previous $230 Million
0.58%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding ESGV
# of Institutions
705Shares 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