Bragg Financial Advisors, Inc Vanguard World Fd Esg U.S. Sto Transaction History

Bragg Financial Advisors, Inc

$2.4 Billion
Q3 2024

A detailed history of Bragg Financial Advisors, Inc transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Bragg Financial Advisors, Inc holds 8,994 shares of ESGV stock, worth $958,310. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,994

Previous 8,787 2.36%

Holding current value

$958,310

Previous $848,000 7.78%

% of portfolio

0.04%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$91.37 - $101.65 $18,913 - $21,041	207 Added 2.36%	8,994 $914,000
Q2 2024 Aug 15, 2024	BUY	$87.24 - $97.37 $4,710 - $5,257	54 Added 0.62%	8,787 $848,000
Q1 2024 May 14, 2024	BUY	$83.14 - $93.19 $22,614 - $25,347	272 Added 3.21%	8,733 $813,000
Q4 2023 Feb 14, 2024	SELL	$71.95 - $85.41 $215 - $256	-3 Reduced 0.04%	8,461 $719,000
Q1 2023 May 15, 2023	SELL	$65.27 - $73.55 $19,842 - $22,359	-304 Reduced 3.47%	8,464 $606,000
Q4 2022 Feb 14, 2023	BUY	$62.41 - $70.74 $43,874 - $49,730	703 Added 8.72%	8,768 $577,000
Q3 2022 Nov 14, 2022	BUY	$62.91 - $76.54 $5,221 - $6,352	83 Added 1.04%	8,065 $507,000
Q2 2022 Aug 15, 2022	BUY	$63.97 - $82.17 $41,772 - $53,657	653 Added 8.91%	7,982 $530,000
Q1 2022 May 11, 2022	BUY	$74.15 - $88.3 $248,773 - $296,246	3,355 Added 84.42%	7,329 $594,000
Q1 2021 May 14, 2021	BUY	$69.3 - $74.47 $4,989 - $5,361	72 Added 1.85%	3,974 $293,000
Q4 2020 Feb 11, 2021	BUY	$60.54 - $70.17 $121 - $140	2 Added 0.05%	3,902 $274,000
Q3 2020 Nov 13, 2020	BUY	$56.71 - $65.92 $18,430 - $21,424	325 Added 9.09%	3,900 $241,000
Q2 2020 Aug 14, 2020	BUY	$43.65 - $58.01 $156,048 - $207,385	3,575 New	3,575 $202,000

Others Institutions Holding ESGV

# of Institutions

545

Shares Held

27.3M

Call Options Held

700

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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Bragg Financial Advisors, Inc Vanguard World Fd Esg U.S. Sto Transaction History