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 5,550 shares of ESGV stock, worth $591,741. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,550
Previous 5,385 3.06%
Holding current value
$591,741
Previous $520,000 8.46%
% of portfolio
0.04%
Previous 0.04%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD WORLD FD ESG U.S. STO


  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
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