Buckingham Strategic Wealth, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 79,779 shares of ESGV stock, worth $8.25 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
79,779
Previous 73,129 9.09%
Holding current value
$8.25 Million
Previous $6.81 Million 13.12%
% of portfolio
0.09%
Previous 0.08%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$87.24 - $97.37 $580,146 - $647,510
6,650 Added 9.09%
79,779 $7.71 Million
Q1 2024

May 09, 2024
BUY
$83.14 - $93.19 $107,998 - $121,053
1,299 Added 1.81%
73,129 $6.81 Million
Q4 2023

Feb 14, 2024
BUY
$71.95 - $85.41 $1.39 Million - $1.65 Million
19,348 Added 36.87%
71,830 $6.11 Million
Q3 2023

Nov 13, 2023
BUY
$74.65 - $81.1 $441,330 - $479,463
5,912 Added 12.69%
52,482 $3.95 Million
Q2 2023

Aug 11, 2023
BUY
$70.39 - $78.35 $899,091 - $1 Million
12,773 Added 37.79%
46,570 $3.65 Million
Q4 2022

Feb 13, 2023
SELL
$62.41 - $70.74 $307,556 - $348,606
-4,928 Reduced 12.73%
33,797 $2.23 Million
Q3 2022

Nov 07, 2022
SELL
$62.91 - $76.54 $1.56 Million - $1.9 Million
-24,874 Reduced 39.11%
38,725 $2.44 Million
Q2 2022

Aug 12, 2022
SELL
$63.97 - $82.17 $6.12 Million - $7.87 Million
-95,736 Reduced 60.08%
63,599 $4.22 Million
Q1 2022

May 10, 2022
BUY
$74.15 - $88.3 $9.58 Million - $11.4 Million
129,136 Added 427.62%
159,335 $12.9 Million
Q4 2021

Feb 09, 2022
BUY
$79.7 - $88.45 $123,455 - $137,009
1,549 Added 5.41%
30,199 $2.65 Million
Q3 2021

Nov 10, 2021
SELL
$79.36 - $84.88 $1,587 - $1,697
-20 Reduced 0.07%
28,650 $2.29 Million
Q2 2021

Aug 06, 2021
BUY
$74.71 - $80.04 $283,748 - $303,991
3,798 Added 15.27%
28,670 $2.29 Million
Q1 2021

Apr 30, 2021
BUY
$69.3 - $74.47 $1.13 Million - $1.22 Million
16,356 Added 192.06%
24,872 $1.83 Million
Q4 2020

Feb 16, 2021
BUY
$60.54 - $70.17 $117,750 - $136,480
1,945 Added 29.6%
8,516 $598,000
Q3 2020

Nov 12, 2020
BUY
$56.71 - $65.92 $372,641 - $433,160
6,571 New
6,571 $406,000

Others Institutions Holding ESGV

# of Institutions
617
Shares Held
28.4M
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 Buckingham Strategic Wealth, LLC Portfolio

Follow Buckingham Strategic Wealth, LLC 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 Buckingham Strategic Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email