Wingate Wealth Advisors, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Wingate Wealth Advisors, Inc.
- $144 Billion
- Q3 2025
A detailed history of Wingate Wealth Advisors, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 14,480 shares of ESGV stock, worth $1.72 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
14,480
Previous 14,446
0.24%
Holding current value
$1.72 Million
Previous $1.58 Billion
8.28%
% of portfolio
1.19%
Previous 1.41%
Shares
4 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