Xena Financial Planning, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Xena Financial Planning, LLC
- $85.2 Billion
- Q4 2025
A detailed history of Xena Financial Planning, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Xena Financial Planning, LLC holds 9,994 shares of ESGV stock, worth $1.19 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
9,994Holding current value
$1.19 Million% of portfolio
1.42%Shares
1 transactions
Others Institutions Holding ESGV
# of Institutions
713Shares Held
31.4MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.48MShares$414 Million0.01% of portfolio
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Morgan Stanley New York, NY1.68MShares$200 Million0.01% of portfolio
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Wealthfront Advisers LLC1.5MShares$178 Million0.43% of portfolio
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Creative Planning Overland Park, KS1.23MShares$146 Million0.11% of portfolio
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Visa Foundation1.17MShares$139 Million100.0% of portfolio