Legacy Financial Advisors, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Legacy Financial Advisors, Inc.
- $602 Million
- Q3 2025
A detailed history of Legacy Financial Advisors, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 3,427 shares of ESGV stock, worth $407,298. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,427
Previous 3,720
7.88%
Holding current value
$407,298
Previous $407,000
0.49%
% of portfolio
0.07%
Previous 0.08%
Shares
9 transactions
Others Institutions Holding ESGV
# of Institutions
706Shares 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