Boston Standard Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Boston Standard Wealth Management, LLC

$514 Billion
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 10, 2024	SELL	$87.24 - $97.37 $104,164 - $116,259	-1,194 Reduced 1.78%	65,843 $6.36 Billion
Q1 2024 Apr 11, 2024	SELL	$83.14 - $93.19 $153,559 - $172,121	-1,847 Reduced 2.68%	67,037 $6.25 Billion
Q3 2023 Oct 10, 2023	SELL	$74.65 - $81.1 $291,284 - $316,452	-3,902 Reduced 5.36%	68,884 $5.18 Billion
Q2 2023 Jul 06, 2023	BUY	$70.39 - $78.35 $100,798 - $112,197	1,432 Added 2.01%	72,786 $5.7 Billion
Q1 2023 Apr 04, 2023	SELL	$65.27 - $73.55 $685,530 - $772,495	-10,503 Reduced 12.83%	71,354 $5.12 Billion
Q4 2022 Jan 10, 2023	BUY	$62.41 - $70.74 $64,157 - $72,720	1,028 Added 1.27%	81,857 $5.39 Billion
Q3 2022 Oct 13, 2022	BUY	$62.91 - $76.54 $58,128 - $70,722	924 Added 1.16%	80,829 $5.09 Billion
Q2 2022 Jul 12, 2022	BUY	$63.97 - $82.17 $149,561 - $192,113	2,338 Added 3.01%	79,905 $5.36 Billion
Q1 2022 Apr 12, 2022	SELL	$74.15 - $88.3 $17,796 - $21,192	-240 Reduced 0.31%	77,567 $6.29 Billion
Q4 2021 Jan 18, 2022	SELL	$79.7 - $88.45 $35,785 - $39,714	-449 Reduced 0.57%	77,807 $6.84 Billion
Q3 2021 Oct 07, 2021	BUY	$79.36 - $84.88 $26,903 - $28,774	339 Added 0.44%	78,256 $6.27 Billion
Q2 2021 Jul 13, 2021	BUY	$74.71 - $80.04 $918,484 - $984,011	12,294 Added 18.73%	77,917 $6.23 Billion
Q1 2021 Apr 19, 2021	BUY	$69.3 - $74.47 $361,122 - $388,063	5,211 Added 8.63%	65,623 $0
Q4 2020 Jan 12, 2021	BUY	$60.54 - $70.17 $185,857 - $215,421	3,070 Added 5.35%	60,412 $4.24 Billion
Q3 2020 Oct 20, 2020	BUY	$56.71 - $65.92 $104,459 - $121,424	1,842 Added 3.32%	57,342 $0
Q2 2020 Jul 06, 2020	BUY	$43.65 - $58.01 $118,378 - $157,323	2,712 Added 5.14%	55,500 $3.13 Billion
Q1 2020 Apr 13, 2020	BUY	$39.72 - $60.05 $194,230 - $293,644	4,890 Added 10.21%	52,788 $2.3 Billion
Q4 2019 Jan 06, 2020	BUY	$50.36 - $56.77 $9,920 - $11,183	197 Added 0.41%	47,898 $2.71 Billion
Q3 2019 Oct 08, 2019	BUY	$51.55 - $52.75 $67,633 - $69,208	1,312 Added 2.83%	47,701 $2.48 Billion
Q2 2019 Jul 09, 2019	BUY	N/A	13,028 Added 39.05%	46,389 $2.4 Billion
Q1 2019 Apr 11, 2019	BUY	N/A	33,361 New	33,361 $1.66 Billion

Others Institutions Holding ESGV

# of Institutions

545

Shares Held

27.3M

Call Options Held

700

Put Options Held

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