Wimmer Associates 1, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Wimmer Associates 1, LLC

$200 Million
Q4 2024

A detailed history of Wimmer Associates 1, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Wimmer Associates 1, LLC holds 1,915 shares of ESGV stock, worth $208,581. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,915

Holding current value

$208,581

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$100.18 - $109.1 $191,844 - $208,926	1,915 New	1,915 $200,000

Others Institutions Holding ESGV

# of Institutions

617

Shares Held

30.2M

Call Options Held

Put Options Held

Vanguard Group Inc Valley Forge, PA

3.07M
Shares

$334 Million
0.01% of portfolio
Brooklyn Fi, LLC New York, NY

1.73M
Shares

$188 Million
0.99% of portfolio
Visa Foundation

1.63M
Shares

$177 Million
78.34% of portfolio
Creative Planning Overland Park, KS

1.24M
Shares

$135 Million
0.13% of portfolio
Morgan Stanley New York, NY

848K
Shares

$92.4 Million
0.01% of portfolio

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

More about ESGV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wimmer Associates 1, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wimmer Associates 1, LLC with notifications on news.

Account

Wimmer Associates 1, LLC Vanguard World Fd Esg U.S. Sto Transaction History