Savvy Advisors, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Savvy Advisors, Inc.

$815 Million
Q4 2024

A detailed history of Savvy Advisors, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Savvy Advisors, Inc. holds 7,588 shares of ESGV stock, worth $753,943. This represents 0.1% of its overall portfolio holdings.

Number of Shares

7,588

Holding current value

$753,943

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$100.18 - $109.1 $760,165 - $827,850	7,588 New	7,588 $795,000

Others Institutions Holding ESGV

# of Institutions

621

Shares Held

28.6M

Call Options Held

Put Options Held

Vanguard Group Inc Valley Forge, PA

3.07M
Shares

$305 Million
0.01% of portfolio
Visa Foundation

1.63M
Shares

$162 Million
78.34% of portfolio
Creative Planning Overland Park, KS

1.24M
Shares

$124 Million
0.13% of portfolio
Morgan Stanley New York, NY

848K
Shares

$84.3 Million
0.01% of portfolio
Leo Wealth, LLC Hurst, TX

694K
Shares

$68.9 Million
6.52% of portfolio

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

More about ESGV

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Savvy Advisors, Inc. Vanguard World Fd Esg U.S. Sto Transaction History