Bluestem Financial Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Bluestem Financial Advisors, LLC

  • $194 Million
  • Q1 2024

A detailed history of Bluestem Financial Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Bluestem Financial Advisors, LLC holds 3,224 shares of ESGV stock, worth $314,340. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,224
Previous 3,221 0.09%
Holding current value
$314,340
Previous $273,000 9.89%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Apr 16, 2024
BUY
$83.14 - $93.19 $249 - $279
3 Added 0.09%
3,224 $300,000
Q4 2023

Feb 14, 2024
SELL
$71.95 - $85.41 $27,844 - $33,053
-387 Reduced 10.73%
3,221 $273,000
Q3 2023

Nov 13, 2023
SELL
$74.65 - $81.1 $1,567 - $1,703
-21 Reduced 0.58%
3,608 $271,000
Q2 2023

Jul 12, 2023
BUY
$70.39 - $78.35 $703 - $783
10 Added 0.28%
3,629 $284,000
Q1 2023

Apr 20, 2023
BUY
$65.27 - $73.55 $652 - $735
10 Added 0.28%
3,619 $259,000
Q4 2022

Jan 11, 2023
BUY
$63.97 - $70.74 $1,087 - $1,202
17 Added 0.47%
3,609 $0
Q3 2022

Oct 18, 2022
SELL
N/A
-203,521 Reduced 98.27%
3,592 $226,000
Q2 2022

Nov 01, 2022
SELL
N/A
-242 Reduced 6.74%
3,350 $222,000
Q2 2022

Aug 12, 2022
BUY
N/A
203,773 Added 6100.99%
207,113 $15,000
Q1 2022

Apr 08, 2022
BUY
N/A
8 Added 0.24%
3,340 $271,000
Q4 2021

Jan 13, 2022
BUY
N/A
10 Added 0.3%
3,332 $293,000
Q3 2021

Oct 19, 2021
BUY
N/A
105 Added 3.26%
3,322 $266,000
Q2 2021

Aug 11, 2021
SELL
N/A
-667 Reduced 17.17%
3,217 $257,000
Q1 2021

Apr 28, 2021
BUY
N/A
8 Added 0.21%
3,884 $286,000
Q4 2020

Jan 12, 2021
BUY
N/A
13 Added 0.34%
3,876 $272,000
Q3 2020

Oct 16, 2020
BUY
N/A
3,863 New
3,863 $239,000

Others Institutions Holding ESGV

# of Institutions
501
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
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