Legacy Capital Wealth Partners, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Legacy Capital Wealth Partners, LLC
- $439 Million
- Q4 2024
A detailed history of Legacy Capital Wealth Partners, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 3,131 shares of ESGV stock, worth $305,303. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,131
Previous 2,843
10.13%
Holding current value
$305,303
Previous $288,000
13.89%
% of portfolio
0.07%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding ESGV
# of Institutions
623Shares Held
30MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$299 Million0.01% of portfolio
-
Visa Foundation1.63MShares$159 Million78.34% of portfolio
-
Wealthfront Advisers LLC1.44MShares$141 Million0.45% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$121 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$82.7 Million0.01% of portfolio