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

Atticus Wealth Management, LLC

$285 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 17, 2024	SELL	$71.95 - $85.41 $166,708 - $197,894	-2,317 Reduced 64.99%	1,248 $106,000
Q3 2023 Nov 15, 2023	BUY	$74.65 - $81.1 $895 - $973	12 Added 0.34%	3,565 $268,000
Q2 2023 Jul 20, 2023	BUY	$70.39 - $78.35 $703 - $783	10 Added 0.28%	3,553 $278,000
Q1 2023 Apr 17, 2023	BUY	$65.27 - $73.55 $587 - $661	9 Added 0.25%	3,543 $254,000
Q4 2022 Jan 31, 2023	BUY	$62.41 - $70.74 $1,872 - $2,122	30 Added 0.86%	3,534 $232,000
Q2 2022 Jul 13, 2022	BUY	$63.97 - $82.17 $10,235 - $13,147	160 Added 4.78%	3,504 $233,000
Q1 2022 Apr 15, 2022	SELL	$74.15 - $88.3 $21,577 - $25,695	-291 Reduced 8.01%	3,344 $271,000
Q4 2021 Jan 26, 2022	BUY	$79.7 - $88.45 $54,993 - $61,030	690 Added 23.43%	3,635 $319,000
Q3 2021 Oct 18, 2021	SELL	$79.36 - $84.88 $31,109 - $33,272	-392 Reduced 11.75%	2,945 $236,000
Q2 2021 Jul 21, 2021	BUY	$74.71 - $80.04 $597 - $640	8 Added 0.24%	3,337 $267,000
Q1 2021 Apr 15, 2021	BUY	$69.3 - $74.47 $10,880 - $11,691	157 Added 4.95%	3,329 $246,000
Q4 2020 Jan 20, 2021	BUY	$60.54 - $70.17 $79,367 - $91,992	1,311 Added 70.45%	3,172 $223,000
Q3 2020 Oct 21, 2020	BUY	$56.71 - $65.92 $105,537 - $122,677	1,861 New	1,861 $115,000

Others Institutions Holding ESGV

# of Institutions

545

Shares Held

27.3M

Call Options Held

700

Put Options Held

0

About VANGUARD WORLD FD ESG U.S. STO

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