Values Added Financial LLC Vanguard World Fd Esg U.S. Sto Transaction History

Values Added Financial LLC

  • $159 Billion
  • Q3 2024

A detailed history of Values Added Financial LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Values Added Financial LLC holds 13,839 shares of ESGV stock, worth $1.5 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
13,839
Previous 13,839 -0.0%
Holding current value
$1.5 Million
Previous $1.34 Billion 5.21%
% of portfolio
0.89%
Previous 0.96%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$87.24 - $97.37 $59,584 - $66,503
683 Added 5.19%
13,839 $1.34 Billion
Q4 2023

Jan 18, 2024
BUY
$71.95 - $85.41 $88,498 - $105,054
1,230 Added 10.31%
13,156 $1.12 Billion
Q3 2023

Oct 19, 2023
SELL
$74.65 - $81.1 $24,559 - $26,681
-329 Reduced 2.68%
11,926 $897 Million
Q2 2023

Jul 24, 2023
BUY
$70.39 - $78.35 $862,629 - $960,179
12,255 New
12,255 $960 Million

Others Institutions Holding ESGV

# of Institutions
555
Shares Held
27.2M
Call Options Held
700
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG U.S. STO

ESGV Quotes by TradingView
  • Ticker ESGV
  • Sector ETFs
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More about ESGV
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