Apollon Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Apollon Wealth Management, LLC

$4.22 Billion
Q4 2024

A detailed history of Apollon Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 3,606 shares of ESGV stock, worth $390,421. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,606

Previous 3,613 0.19%

Holding current value

$390,421

Previous $367,000 3.0%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$100.18 - $109.1 $701 - $763	-7 Reduced 0.19%	3,606 $378,000
Q3 2024 Nov 04, 2024	BUY	$91.37 - $101.65 $40,842 - $45,437	447 Added 14.12%	3,613 $367,000
Q2 2024 Jul 19, 2024	SELL	$87.24 - $97.37 $872 - $973	-10 Reduced 0.31%	3,166 $305,000
Q1 2024 May 02, 2024	SELL	$83.14 - $93.19 $1,829 - $2,050	-22 Reduced 0.69%	3,176 $295,000
Q4 2023 Feb 06, 2024	SELL	$71.95 - $85.41 $5,036 - $5,978	-70 Reduced 2.14%	3,198 $272,000
Q3 2023 Nov 14, 2023	SELL	$74.65 - $81.1 $1,716 - $1,865	-23 Reduced 0.7%	3,268 $245,000
Q2 2023 Aug 04, 2023	SELL	$70.39 - $78.35 $5,912 - $6,581	-84 Reduced 2.49%	3,291 $257,000
Q1 2023 May 15, 2023	BUY	$65.27 - $73.55 $8,485 - $9,561	130 Added 4.01%	3,375 $242,000
Q4 2022 Feb 15, 2023	BUY	$62.41 - $70.74 $202,520 - $229,551	3,245 New	3,245 $213,000

Others Institutions Holding ESGV

# of Institutions

583

Shares Held

27.8M

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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Apollon Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History