Mascoma Wealth Management LLC Vanguard World Fd Esg U.S. Sto Transaction History
Mascoma Wealth Management LLC
- $437 Million
- Q3 2025
A detailed history of Mascoma Wealth Management LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 426 shares of ESGV stock, worth $50,630. This represents 0.01% of its overall portfolio holdings.
Number of Shares
426
Previous 426
-0.0%
Holding current value
$50,630
Previous $46,000
8.7%
% of portfolio
0.01%
Previous 0.01%
Shares
20 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