Sterling Wealth Management, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Sterling Wealth Management, Inc.

$268 Billion
Q3 2024

A detailed history of Sterling Wealth Management, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 4,587 shares of ESGV stock, worth $493,515. This represents 0.17% of its overall portfolio holdings.

Number of Shares

4,587

Previous 4,580 0.15%

Holding current value

$493,515

Previous $442 Million 5.37%

% of portfolio

0.17%

Previous 0.21%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$91.37 - $101.65 $639 - $711	7 Added 0.15%	4,587 $466 Million
Q2 2024 Aug 14, 2024	BUY	$87.24 - $97.37 $785 - $876	9 Added 0.2%	4,580 $442 Million
Q1 2024 May 15, 2024	BUY	$83.14 - $93.19 $498 - $559	6 Added 0.13%	4,571 $426 Million
Q4 2023 Feb 14, 2024	BUY	$71.95 - $85.41 $328,451 - $389,896	4,565 New	4,565 $388 Million

Others Institutions Holding ESGV

# of Institutions

594

Shares Held

27.5M

Call Options Held

700

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

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Sterling Wealth Management, Inc. Vanguard World Fd Esg U.S. Sto Transaction History