Retirement Capital Strategies Vanguard World Fd Esg U.S. Sto Transaction History
Retirement Capital Strategies
- $257 Million
- Q4 2024
A detailed history of Retirement Capital Strategies transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Retirement Capital Strategies holds 88,735 shares of ESGV stock, worth $8.65 Million. This represents 3.62% of its overall portfolio holdings.
Number of Shares
88,735
Previous 91,678
3.21%
Holding current value
$8.65 Million
Previous $9.32 Million
0.13%
% of portfolio
3.62%
Previous 3.66%
Shares
22 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