Pinnacle Wealth Management Advisory Group, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Pinnacle Wealth Management Advisory Group, LLC
- $1.3 Billion
- Q3 2025
A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 2,989 shares of ESGV stock, worth $355,242. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,989
Previous 4,440
32.68%
Holding current value
$355,242
Previous $486,000
27.16%
% of portfolio
0.03%
Previous 0.04%
Shares
12 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