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

Boston Standard Wealth Management, LLC

$515 Billion
Q4 2024

A detailed history of Boston Standard Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 66,316 shares of ESGV stock, worth $7.15 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

66,316

Holding current value

$7.15 Million

% of portfolio

1.35%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$100.18 - $109.1 $6.64 Million - $7.24 Million	66,316 New	66,316 $6.96 Billion
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

570

Shares Held

27.3M

Call Options Held

700

Put Options Held

View Full List

About VANGUARD WORLD FD ESG U.S. STO

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