York Bridge Wealth Partners, LLC Vanguard World Fd Esg U.S. Sto Transaction History
York Bridge Wealth Partners, LLC
- $394 Million
- Q4 2022
A detailed history of York Bridge Wealth Partners, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 3,375 shares of ESGV stock, worth $401,118. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,375
Previous 3,375
-0.0%
Holding current value
$401,118
Previous $212,000
4.72%
% of portfolio
0.06%
Previous 0.05%
Shares
1 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