Sage View Advisory Group, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Sage View Advisory Group, LLC
- $2.9 Trillion
- Q3 2025
A detailed history of Sage View Advisory Group, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 98,177 shares of ESGV stock, worth $11.7 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
98,177
Previous 97,944
0.24%
Holding current value
$11.7 Million
Previous $11.1 Billion
5.16%
% of portfolio
0.4%
Previous 0.42%
Shares
8 transactions
Others Institutions Holding ESGV
# of Institutions
705Shares 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