Brickley Wealth Management Vanguard World Fd Esg U.S. Sto Transaction History

Brickley Wealth Management

$492 Million
Q4 2024

A detailed history of Brickley Wealth Management transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Brickley Wealth Management holds 12,301 shares of ESGV stock, worth $1.27 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

12,301

Previous 12,615 2.49%

Holding current value

$1.27 Million

Previous $1.28 Million 0.62%

% of portfolio

0.26%

Previous 0.26%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$100.18 - $109.1 $31,456 - $34,257	-314 Reduced 2.49%	12,301 $1.29 Million
Q2 2024 Jul 22, 2024	SELL	$87.24 - $97.37 $62,289 - $69,522	-714 Reduced 5.36%	12,615 $1.22 Million
Q1 2024 Apr 19, 2024	SELL	$83.14 - $93.19 $2,327 - $2,609	-28 Reduced 0.21%	13,329 $1.24 Million
Q2 2023 Jul 11, 2023	BUY	$70.39 - $78.35 $563 - $626	8 Added 0.06%	13,357 $1.05 Million
Q1 2023 Apr 28, 2023	BUY	$65.27 - $73.55 $10,247 - $11,547	157 Added 1.19%	13,349 $957,000
Q4 2022 Jan 25, 2023	BUY	$62.41 - $70.74 $23,403 - $26,527	375 Added 2.93%	13,192 $0
Q3 2022 Nov 01, 2022	SELL	$62.91 - $76.54 $8,807 - $10,715	-140 Reduced 1.08%	12,817 $806,000
Q2 2022 Jul 29, 2022	SELL	$63.97 - $82.17 $3,902 - $5,012	-61 Reduced 0.47%	12,957 $860,000
Q1 2022 Apr 25, 2022	BUY	$74.15 - $88.3 $27,880 - $33,200	376 Added 2.97%	13,018 $1.06 Million
Q2 2021 Jul 27, 2021	BUY	$74.71 - $80.04 $1,942 - $2,081	26 Added 0.21%	12,642 $1.01 Million
Q1 2021 Apr 26, 2021	BUY	$69.3 - $74.47 $202,771 - $217,899	2,926 Added 30.2%	12,616 $930,000
Q4 2020 Jan 20, 2021	BUY	$60.54 - $70.17 $90,144 - $104,483	1,489 Added 18.16%	9,690 $680,000
Q3 2020 Oct 23, 2020	BUY	$56.71 - $65.92 $48,033 - $55,834	847 Added 11.52%	8,201 $521,000
Q2 2020 Aug 12, 2020	BUY	$43.65 - $58.01 $23,090 - $30,687	529 Added 7.75%	7,354 $415,000
Q1 2020 May 13, 2020	BUY	$39.72 - $60.05 $271,089 - $409,841	6,825 New	6,825 $313,000

Others Institutions Holding ESGV

# of Institutions

617

Shares Held

28.4M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

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Brickley Wealth Management Vanguard World Fd Esg U.S. Sto Transaction History