Life Guide Financial Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Life Guide Financial Advisors, LLC
- $232 Million
- Q4 2024
A detailed history of Life Guide Financial Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Life Guide Financial Advisors, LLC holds 145,434 shares of ESGV stock, worth $14.2 Million. This represents 6.57% of its overall portfolio holdings.
Number of Shares
145,434
Previous 127,982
13.64%
Holding current value
$14.2 Million
Previous $13 Million
17.26%
% of portfolio
6.57%
Previous 5.58%
Shares
8 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