Fiduciary Wealth Partners, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Fiduciary Wealth Partners, LLC
- $238 Billion
- Q3 2025
A detailed history of Fiduciary Wealth Partners, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Fiduciary Wealth Partners, LLC holds 6,611 shares of ESGV stock, worth $785,717. This represents 0.33% of its overall portfolio holdings.
Number of Shares
6,611
Previous 13,222
50.0%
Holding current value
$785,717
Previous $1.45 Billion
45.99%
% of portfolio
0.33%
Previous 1.37%
Shares
2 transactions
Others Institutions Holding ESGV
# of Institutions
712Shares Held
31.4MCall 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