J.W. Cole Advisors, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
J.W. Cole Advisors, Inc.
- $5.04 Billion
- Q3 2025
A detailed history of J.W. Cole Advisors, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 3,505 shares of ESGV stock, worth $416,569. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,505
Previous 3,502
0.09%
Holding current value
$416,569
Previous $383,000
8.36%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding ESGV
# of Institutions
707Shares 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