Sound View Wealth Advisors Group, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Sound View Wealth Advisors Group, LLC
- $1.23 Billion
- Q4 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 3,230 shares of ESGV stock, worth $351,811. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,230
Previous 3,203
0.84%
Holding current value
$351,811
Previous $325,000
4.0%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding ESGV
# of Institutions
617Shares Held
30.2MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$334 Million0.01% of portfolio
-
Brooklyn Fi, LLC New York, NY1.73MShares$188 Million0.99% of portfolio
-
Visa Foundation1.63MShares$177 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$135 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$92.4 Million0.01% of portfolio