Caldwell Sutter Capital, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Caldwell Sutter Capital, Inc.

$210 Billion
Q1 2025

A detailed history of Caldwell Sutter Capital, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 552 shares of ESGV stock, worth $57,490. This represents 0.03% of its overall portfolio holdings.

Number of Shares

552

Previous 608 9.21%

Holding current value

$57,490

Previous $63.8 Million 15.22%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$96.93 - $109.51 $5,428 - $6,132	-56 Reduced 9.21%	552 $54.1 Million
Q3 2024 Oct 25, 2024	BUY	$91.37 - $101.65 $3,289 - $3,659	36 Added 6.29%	608 $61.8 Million
Q2 2024 Jul 22, 2024	BUY	$87.24 - $97.37 $9,160 - $10,223	105 Added 22.48%	572 $55.3 Million
Q1 2024 Apr 19, 2024	BUY	$83.14 - $93.19 $16,295 - $18,265	196 Added 72.32%	467 $43.5 Million
Q4 2023 Jan 19, 2024	BUY	$71.95 - $85.41 $9,209 - $10,932	128 Added 89.51%	271 $23.1 Million
Q3 2023 Oct 25, 2023	BUY	$74.65 - $81.1 $895 - $973	12 Added 9.16%	143 $10.8 Million
Q2 2023 Jul 19, 2023	BUY	$70.39 - $78.35 $9,221 - $10,263	131 New	131 $10.3 Million

Others Institutions Holding ESGV

# of Institutions

633

Shares Held

30.6M

Call Options Held

Put Options Held

3.17K

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

More about ESGV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Caldwell Sutter Capital, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Caldwell Sutter Capital, Inc. with notifications on news.

Account

Caldwell Sutter Capital, Inc. Vanguard World Fd Esg U.S. Sto Transaction History