Beta Wealth Group, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Beta Wealth Group, Inc.

$199 Million
Q1 2025

A detailed history of Beta Wealth Group, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 2,611 shares of ESGV stock, worth $271,935. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,611

Previous 2,836 7.93%

Holding current value

$271,935

Previous $297,000 14.14%

% of portfolio

0.13%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$96.93 - $109.51 $21,809 - $24,639	-225 Reduced 7.93%	2,611 $255,000
Q4 2024 Jan 31, 2025	SELL	$100.18 - $109.1 $1,402 - $1,527	-14 Reduced 0.49%	2,836 $297,000
Q3 2024 Nov 01, 2024	BUY	$91.37 - $101.65 $2,284 - $2,541	25 Added 0.88%	2,850 $289,000
Q2 2024 Aug 12, 2024	BUY	$87.24 - $97.37 $9,247 - $10,321	106 Added 3.9%	2,825 $272,000
Q1 2024 May 14, 2024	SELL	$83.14 - $93.19 $4,157 - $4,659	-50 Reduced 1.81%	2,719 $253,000
Q4 2023 Feb 09, 2024	BUY	$71.95 - $85.41 $4,101 - $4,868	57 Added 2.1%	2,769 $235,000
Q3 2023 Nov 13, 2023	BUY	$74.65 - $81.1 $202,450 - $219,943	2,712 New	2,712 $203,000

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
Sector ETFs
Industry ETFs

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Beta Wealth Group, Inc. Vanguard World Fd Esg U.S. Sto Transaction History