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 $292,745. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,611
Previous 2,836 7.93%
Holding current value
$292,745
Previous $297,000 14.14%
% of portfolio
0.13%
Previous 0.14%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
663
Shares Held
31M
Call Options Held
0
Put Options Held
2.8K
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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