Appleton Partners Inc Vanguard World Fd Esg U.S. Sto Transaction History

Appleton Partners Inc

  • $1.29 Billion
  • Q1 2025

A detailed history of Appleton Partners Inc transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Appleton Partners Inc holds 4,530 shares of ESGV stock, worth $471,799. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,530
Previous 5,525 18.01%
Holding current value
$471,799
Previous $580,000 23.45%
% of portfolio
0.03%
Previous 0.04%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$96.93 - $109.51 $96,445 - $108,962
-995 Reduced 18.01%
4,530 $444,000
Q4 2024

Jan 28, 2025
SELL
$100.18 - $109.1 $2,504 - $2,727
-25 Reduced 0.45%
5,525 $580,000
Q3 2024

Oct 01, 2024
BUY
$91.37 - $101.65 $15,076 - $16,772
165 Added 3.06%
5,550 $564,000
Q2 2024

Jul 02, 2024
SELL
$87.24 - $97.37 $38,821 - $43,329
-445 Reduced 7.63%
5,385 $520,000
Q1 2024

Apr 01, 2024
BUY
$83.14 - $93.19 $39,657 - $44,451
477 Added 8.91%
5,830 $543,000
Q4 2023

Jan 02, 2024
SELL
$71.95 - $85.41 $20,361 - $24,171
-283 Reduced 5.02%
5,353 $455,000
Q3 2023

Oct 03, 2023
SELL
$74.65 - $81.1 $59,869 - $65,042
-802 Reduced 12.46%
5,636 $424,000
Q2 2023

Jul 10, 2023
SELL
$70.39 - $78.35 $37,658 - $41,917
-535 Reduced 7.67%
6,438 $504,000
Q1 2023

Apr 10, 2023
BUY
$65.27 - $73.55 $10,312 - $11,620
158 Added 2.32%
6,973 $500,000
Q4 2022

Jan 19, 2023
SELL
$62.41 - $70.74 $15,602 - $17,685
-250 Reduced 3.54%
6,815 $449,000
Q3 2022

Oct 27, 2022
SELL
$62.91 - $76.54 $48,126 - $58,553
-765 Reduced 9.77%
7,065 $444,000
Q2 2022

Jul 08, 2022
BUY
$63.97 - $82.17 $13,753 - $17,666
215 Added 2.82%
7,830 $520,000
Q1 2022

Apr 05, 2022
BUY
$74.15 - $88.3 $4,819 - $5,739
65 Added 0.86%
7,615 $617,000
Q4 2021

Feb 03, 2022
BUY
$79.7 - $88.45 $36,502 - $40,510
458 Added 6.46%
7,550 $664,000
Q3 2021

Oct 14, 2021
BUY
$79.36 - $84.88 $240,064 - $256,762
3,025 Added 74.38%
7,092 $568,000
Q2 2021

Jul 07, 2021
BUY
$74.71 - $80.04 $44,825 - $48,024
600 Added 17.31%
4,067 $325,000
Q1 2021

Apr 19, 2021
BUY
$69.3 - $74.47 $240,263 - $258,187
3,467 New
3,467 $256,000

Others Institutions Holding ESGV

# of Institutions
633
Shares Held
30.6M
Call Options Held
0
Put Options Held
3.17K
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 Appleton Partners Inc Portfolio

Follow Appleton Partners 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 Appleton Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Appleton Partners Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email