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

Balanced Rock Investment Advisor

  • $126 Billion
  • Q4 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 12,118 shares of ESGV stock, worth $1.18 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
12,118
Previous 12,849 5.69%
Holding current value
$1.18 Million
Previous $1.31 Billion 2.68%
% of portfolio
1.01%
Previous 1.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$100.18 - $109.1 $73,231 - $79,752
-731 Reduced 5.69%
12,118 $1.27 Billion
Q3 2024

Nov 13, 2024
SELL
$91.37 - $101.65 $109,735 - $122,081
-1,201 Reduced 8.55%
12,849 $1.31 Billion
Q2 2024

Jul 31, 2024
SELL
$87.24 - $97.37 $15,092 - $16,845
-173 Reduced 1.22%
14,050 $1.36 Billion
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
624
Shares Held
30.1M
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
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