Rtd Financial Advisors, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Rtd Financial Advisors, Inc.
- $832 Million
- Q3 2025
A detailed history of Rtd Financial Advisors, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 3,270 shares of ESGV stock, worth $388,639. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,270
Previous 3,270
-0.0%
Holding current value
$388,639
Previous $358,000
8.1%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding ESGV
# of Institutions
712Shares Held
31.4MCall 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