Tradition Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Tradition Wealth Management, LLC
- $1.21 Billion
- Q3 2025
A detailed history of Tradition Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 7,733 shares of ESGV stock, worth $919,067. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,733
Previous 7,761
0.36%
Holding current value
$919,067
Previous $850,000
7.65%
% of portfolio
0.08%
Previous 0.08%
Shares
18 transactions
Others Institutions Holding ESGV
# of Institutions
704Shares 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