Joel Adams & Associates, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Joel Adams & Associates, Inc.
- $110 Billion
- Q4 2024
A detailed history of Joel Adams & Associates, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 3,904 shares of ESGV stock, worth $421,319. This represents 0.37% of its overall portfolio holdings.
Number of Shares
3,904Holding current value
$421,319% of portfolio
0.37%Shares
1 transactions
Others Institutions Holding ESGV
# of Institutions
577Shares Held
27.8MCall Options Held
700Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.75MShares$297 Million0.01% of portfolio
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Visa Foundation1.72MShares$186 Million74.08% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$133 Million0.12% of portfolio
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Wealthfront Advisers LLC1.18MShares$127 Million0.37% of portfolio
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Morgan Stanley New York, NY822KShares$88.7 Million0.01% of portfolio