Better Money Decisions, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Better Money Decisions, LLC

$144 Million
Q4 2024

A detailed history of Better Money Decisions, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Better Money Decisions, LLC holds 4,234 shares of ESGV stock, worth $412,857. This represents 0.31% of its overall portfolio holdings.

Number of Shares

4,234

Previous 4,223 0.26%

Holding current value

$412,857

Previous $429,000 3.5%

% of portfolio

0.31%

Previous 0.31%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$100.18 - $109.1 $1,101 - $1,200	11 Added 0.26%	4,234 $444,000
Q3 2024 Oct 25, 2024	SELL	$91.37 - $101.65 $68,344 - $76,034	-748 Reduced 15.05%	4,223 $429,000
Q2 2024 Jul 24, 2024	BUY	$87.24 - $97.37 $1,395 - $1,557	16 Added 0.32%	4,971 $480,000
Q1 2024 May 01, 2024	BUY	$83.14 - $93.19 $997 - $1,118	12 Added 0.24%	4,955 $461,000
Q4 2023 Jan 23, 2024	SELL	$71.95 - $85.41 $622,727 - $739,223	-8,655 Reduced 63.65%	4,943 $420,000
Q3 2023 Nov 08, 2023	SELL	$74.65 - $81.1 $17,468 - $18,977	-234 Reduced 1.69%	13,598 $1.02 Million
Q2 2023 Aug 09, 2023	SELL	$70.39 - $78.35 $7,250 - $8,070	-103 Reduced 0.74%	13,832 $1.08 Million
Q1 2023 May 03, 2023	SELL	$65.27 - $73.55 $54,761 - $61,708	-839 Reduced 5.68%	13,935 $999,000
Q4 2022 Feb 14, 2023	BUY	$62.41 - $70.74 $74,267 - $84,180	1,190 Added 8.76%	14,774 $973,000
Q3 2022 Oct 28, 2022	SELL	$62.91 - $76.54 $65,300 - $79,448	-1,038 Reduced 7.1%	13,584 $855,000
Q2 2022 Aug 05, 2022	SELL	$63.97 - $82.17 $16,888 - $21,692	-264 Reduced 1.77%	14,622 $971,000
Q1 2022 May 13, 2022	SELL	$74.15 - $88.3 $46,343 - $55,187	-625 Reduced 4.03%	14,886 $1.21 Million
Q4 2021 Feb 14, 2022	SELL	$79.7 - $88.45 $643,896 - $714,587	-8,079 Reduced 34.25%	15,511 $1.36 Million
Q3 2021 Oct 28, 2021	BUY	$79.36 - $84.88 $146,339 - $156,518	1,844 Added 8.48%	23,590 $1.89 Million
Q2 2021 Jul 22, 2021	BUY	$74.71 - $80.04 $489,873 - $524,822	6,557 Added 43.17%	21,746 $1.74 Million
Q1 2021 May 04, 2021	BUY	$69.3 - $74.47 $1.05 Million - $1.13 Million	15,189 New	15,189 $1.12 Million

Others Institutions Holding ESGV

# of Institutions

623

Shares Held

30M

Call Options Held

Put Options Held

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

More about ESGV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Better Money Decisions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Better Money Decisions, LLC with notifications on news.

Account

Better Money Decisions, LLC Vanguard World Fd Esg U.S. Sto Transaction History