A detailed history of Caldwell Sutter Capital, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 572 shares of ESGV stock, worth $57,915. This represents 0.03% of its overall portfolio holdings.

Number of Shares
572
Previous 467 22.48%
Holding current value
$57,915
Previous $43.5 Million 26.99%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jul 22, 2024

BUY
$87.24 - $97.37 $9,160 - $10,223
105 Added 22.48%
572 $55.3 Million
Q1 2024

Apr 19, 2024

BUY
$83.14 - $93.19 $16,295 - $18,265
196 Added 72.32%
467 $43.5 Million
Q4 2023

Jan 19, 2024

BUY
$71.95 - $85.41 $9,209 - $10,932
128 Added 89.51%
271 $23.1 Million
Q3 2023

Oct 25, 2023

BUY
$74.65 - $81.1 $895 - $973
12 Added 9.16%
143 $10.8 Million
Q2 2023

Jul 19, 2023

BUY
$70.39 - $78.35 $9,221 - $10,263
131 New
131 $10.3 Million

Others Institutions Holding ESGV

About VANGUARD WORLD FD ESG U.S. STO


  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
Track This Portfolio

Track Caldwell Sutter Capital, Inc. Portfolio

Follow Caldwell Sutter Capital, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Caldwell Sutter Capital, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Caldwell Sutter Capital, Inc. with notifications on news.