Balanced Rock Investment Advisor Vanguard World Fd Esg U.S. Sto Transaction History

Balanced Rock Investment Advisor

  • $117 Billion
  • Q1 2024

A detailed history of Balanced Rock Investment Advisor transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 14,223 shares of ESGV stock, worth $1.39 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
14,223
Previous 12,691 12.07%
Holding current value
$1.39 Million
Previous $1.08 Billion 22.78%
% of portfolio
1.13%
Previous 0.96%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$83.14 - $93.19 $127,370 - $142,767
1,532 Added 12.07%
14,223 $1.33 Billion
Q4 2023

Feb 13, 2024
BUY
$71.95 - $85.41 $913,117 - $1.08 Million
12,691 New
12,691 $1.08 Billion

Others Institutions Holding ESGV

# of Institutions
502
Shares Held
29.2M
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 Balanced Rock Investment Advisor Portfolio

Follow Balanced Rock Investment Advisor 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 Balanced Rock Investment Advisor, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Rock Investment Advisor with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email