Bsw Wealth Partners Vanguard World Fd Esg U.S. Sto Transaction History

Bsw Wealth Partners

  • $676 Million
  • Q4 2024

A detailed history of Bsw Wealth Partners transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Bsw Wealth Partners holds 65,076 shares of ESGV stock, worth $7.09 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
65,076
Previous 64,418 1.02%
Holding current value
$7.09 Million
Previous $6.55 Million 4.23%
% of portfolio
1.01%
Previous 0.99%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$100.18 - $109.1 $65,918 - $71,787
658 Added 1.02%
65,076 $6.83 Million
Q3 2024

Oct 29, 2024
BUY
$91.37 - $101.65 $41,207 - $45,844
451 Added 0.71%
64,418 $6.55 Million
Q2 2024

Jul 16, 2024
SELL
$87.24 - $97.37 $844,570 - $942,638
-9,681 Reduced 13.14%
63,967 $6.18 Million
Q1 2024

Apr 23, 2024
SELL
$83.14 - $93.19 $430,249 - $482,258
-5,175 Reduced 6.57%
73,648 $6.86 Million
Q4 2023

Jan 25, 2024
BUY
$71.95 - $85.41 $334,279 - $396,814
4,646 Added 6.26%
78,823 $6.7 Million
Q3 2023

Oct 27, 2023
SELL
$74.65 - $81.1 $114,811 - $124,731
-1,538 Reduced 2.03%
74,177 $5.58 Million
Q2 2023

Aug 11, 2023
SELL
$70.39 - $78.35 $107,203 - $119,327
-1,523 Reduced 1.97%
75,715 $5.93 Million
Q1 2023

May 15, 2023
BUY
$65.27 - $73.55 $360,420 - $406,143
5,522 Added 7.7%
77,238 $5.54 Million
Q4 2022

Feb 13, 2023
BUY
$62.41 - $70.74 $4.48 Million - $5.07 Million
71,716 New
71,716 $4.72 Million

Others Institutions Holding ESGV

# of Institutions
617
Shares Held
30.2M
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
Track This Portfolio

Track Bsw Wealth Partners Portfolio

Follow Bsw Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bsw Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Bsw Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email