Atlantic Edge Private Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Atlantic Edge Private Wealth Management, LLC

  • $329 Billion
  • Q3 2024

A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 1,090 shares of ESGV stock, worth $114,580. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,090
Previous 665 63.91%
Holding current value
$114,580
Previous $64.3 Million 72.44%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$91.37 - $101.65 $38,832 - $43,201
425 Added 63.91%
1,090 $111 Million
Q2 2024

Jul 26, 2024
BUY
$87.24 - $97.37 $17,448 - $19,474
200 Added 43.01%
665 $64.3 Million
Q4 2023

Feb 08, 2024
BUY
$71.95 - $85.41 $33,456 - $39,715
465 New
465 $39.6 Million

Others Institutions Holding ESGV

# of Institutions
528
Shares Held
30.5M
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 Atlantic Edge Private Wealth Management, LLC Portfolio

Follow Atlantic Edge Private Wealth Management, LLC 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 Atlantic Edge Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Edge Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email