Access Financial Services, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Access Financial Services, Inc.

  • $169 Million
  • Q4 2024

A detailed history of Access Financial Services, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Access Financial Services, Inc. holds 3,874 shares of ESGV stock, worth $377,753. This represents 0.24% of its overall portfolio holdings.

Number of Shares
3,874
Previous 3,604 7.49%
Holding current value
$377,753
Previous $366,000 10.93%
% of portfolio
0.24%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$100.18 - $109.1 $27,048 - $29,457
270 Added 7.49%
3,874 $406,000
Q3 2024

Oct 31, 2024
SELL
$91.37 - $101.65 $14,801 - $16,467
-162 Reduced 4.3%
3,604 $366,000
Q4 2023

Jan 18, 2024
SELL
$71.95 - $85.41 $2,734 - $3,245
-38 Reduced 1.0%
3,766 $320,000
Q3 2023

Oct 25, 2023
BUY
$74.65 - $81.1 $23,888 - $25,952
320 Added 9.18%
3,804 $286,000
Q2 2023

Aug 07, 2023
BUY
$70.39 - $78.35 $245,238 - $272,971
3,484 New
3,484 $272,000

Others Institutions Holding ESGV

# of Institutions
624
Shares Held
30.1M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG U.S. STO

ESGV Quotes by TradingView
  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
Track This Portfolio

Track Access Financial Services, Inc. Portfolio

Follow Access Financial Services, 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 Access Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Access Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email