Avantax Advisory Services, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 4,993 shares of ESGV stock, worth $520,020. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,993

Previous 3,849 29.72%

Holding current value

$520,020

Previous $403,000 21.34%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$96.93 - $109.51 $110,887 - $125,279	1,144 Added 29.72%	4,993 $489,000
Q4 2024 Feb 07, 2025	BUY	$100.18 - $109.1 $4,007 - $4,364	40 Added 1.05%	3,849 $403,000
Q3 2024 Nov 13, 2024	BUY	$91.37 - $101.65 $93,014 - $103,479	1,018 Added 36.47%	3,809 $387,000
Q2 2024 Aug 09, 2024	BUY	$87.24 - $97.37 $697 - $778	8 Added 0.29%	2,791 $269,000
Q1 2024 May 08, 2024	BUY	$83.14 - $93.19 $231,378 - $259,347	2,783 New	2,783 $259,000
Q3 2023 Nov 07, 2023	BUY	$74.65 - $81.1 $671 - $729	9 Added 0.3%	3,042 $228,000
Q2 2023 Aug 11, 2023	BUY	$70.39 - $78.35 $563 - $626	8 Added 0.26%	3,033 $237,000
Q1 2023 Apr 28, 2023	BUY	$65.27 - $73.55 $197,441 - $222,488	3,025 New	3,025 $216,000
Q3 2022 Nov 01, 2022	BUY	$62.91 - $76.54 $211,629 - $257,480	3,364 New	3,364 $212,000
Q1 2022 Apr 27, 2022	SELL	$74.15 - $88.3 $186,858 - $222,516	-2,520 Closed	0 $0
Q4 2021 Jan 24, 2022	SELL	$79.7 - $88.45 $478 - $530	-6 Reduced 0.24%	2,520 $221,000
Q3 2021 Oct 21, 2021	SELL	$79.36 - $84.88 $12,538 - $13,411	-158 Reduced 5.89%	2,526 $202,000
Q2 2021 Jul 29, 2021	SELL	$74.71 - $80.04 $6,574 - $7,043	-88 Reduced 3.17%	2,684 $216,000
Q1 2021 May 13, 2021	BUY	$69.3 - $74.47 $192,099 - $206,430	2,772 New	2,772 $204,000
Q4 2020 Jan 22, 2021	SELL	$60.54 - $70.17 $2.86 Million - $3.32 Million	-47,265 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$56.71 - $65.92 $2.68 Million - $3.12 Million	47,265 New	47,265 $2.92 Million

Others Institutions Holding ESGV

# of Institutions

633

Shares Held

30.6M

Call Options Held

Put Options Held

3.17K

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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Avantax Advisory Services, Inc. Vanguard World Fd Esg U.S. Sto Transaction History