Avantax Planning Partners, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 6,683 shares of ESGV stock, worth $713,744. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,683

Previous 5,942 12.47%

Holding current value

$713,744

Previous $574,000 18.29%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$91.37 - $101.65 $67,705 - $75,322	741 Added 12.47%	6,683 $679,000
Q4 2023 Feb 09, 2024	SELL	$71.95 - $85.41 $6,619 - $7,857	-92 Reduced 1.52%	5,942 $505,000
Q3 2023 Nov 03, 2023	SELL	$74.65 - $81.1 $8,211 - $8,921	-110 Reduced 1.79%	6,034 $453,000
Q1 2023 Apr 20, 2023	BUY	$65.27 - $73.55 $130,344 - $146,879	1,997 Added 48.16%	6,144 $440,000
Q4 2022 Feb 09, 2023	BUY	$62.41 - $70.74 $37,695 - $42,726	604 Added 17.05%	4,147 $273,000
Q3 2022 Oct 14, 2022	BUY	$62.91 - $76.54 $222,890 - $271,181	3,543 New	3,543 $223,000

Others Institutions Holding ESGV

# of Institutions

546

Shares Held

27.3M

Call Options Held

700

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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Avantax Planning Partners, Inc. Vanguard World Fd Esg U.S. Sto Transaction History