Heritage Wealth Advisors Vanguard World Fd Esg U.S. Sto Transaction History
Heritage Wealth Advisors
- $2.19 Billion
- Q3 2025
A detailed history of Heritage Wealth Advisors transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Heritage Wealth Advisors holds 146 shares of ESGV stock, worth $17,352. This represents 0.0% of its overall portfolio holdings.
Number of Shares
146
Previous 146
-0.0%
Holding current value
$17,352
Previous $16,000
6.25%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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