Meritage Portfolio Management Vanguard World Fd Esg U.S. Sto Transaction History
Meritage Portfolio Management
- $1.56 Billion
- Q4 2024
A detailed history of Meritage Portfolio Management transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Meritage Portfolio Management holds 6,488 shares of ESGV stock, worth $706,672. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,488
Previous 6,488
-0.0%
Holding current value
$706,672
Previous $660,000
3.03%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding ESGV
# of Institutions
617Shares Held
30.2MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$334 Million0.01% of portfolio
-
Brooklyn Fi, LLC New York, NY1.73MShares$188 Million0.99% of portfolio
-
Visa Foundation1.63MShares$177 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$135 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$92.4 Million0.01% of portfolio