Capital Analysts, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Capital Analysts, LLC

$2.45 Billion
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 30, 2024	BUY	$71.95 - $85.41 $8,634 - $10,249	120 Added 2.13%	5,751 $489,000
Q3 2023 Nov 13, 2023	SELL	$74.65 - $81.1 $9,107 - $9,894	-122 Reduced 2.12%	5,631 $424,000
Q2 2023 Aug 11, 2023	SELL	$70.39 - $78.35 $11,121 - $12,379	-158 Reduced 2.67%	5,753 $451,000
Q1 2023 May 05, 2023	SELL	$65.27 - $73.55 $16,578 - $18,681	-254 Reduced 4.12%	5,911 $424,000
Q4 2022 Feb 08, 2023	BUY	$62.41 - $70.74 $108,218 - $122,663	1,734 Added 39.13%	6,165 $406,000
Q3 2022 Nov 14, 2022	BUY	$62.91 - $76.54 $52,844 - $64,293	840 Added 23.39%	4,431 $279,000
Q2 2022 Aug 12, 2022	BUY	$63.97 - $82.17 $191 - $246	3 Added 0.08%	3,591 $238,000
Q1 2022 May 12, 2022	SELL	$74.15 - $88.3 $131,764 - $156,909	-1,777 Reduced 33.12%	3,588 $291,000
Q4 2021 Feb 10, 2022	SELL	$79.7 - $88.45 $3,188 - $3,538	-40 Reduced 0.74%	5,365 $472,000
Q3 2021 Nov 04, 2021	SELL	$79.36 - $84.88 $10,316 - $11,034	-130 Reduced 2.35%	5,405 $433,000
Q2 2021 Aug 05, 2021	BUY	$74.71 - $80.04 $53,567 - $57,388	717 Added 14.88%	5,535 $443,000
Q1 2021 May 17, 2021	BUY	$69.3 - $74.47 $182,813 - $196,451	2,638 Added 121.01%	4,818 $355,000
Q4 2020 Feb 16, 2021	BUY	$60.54 - $70.17 $38,200 - $44,277	631 Added 40.74%	2,180 $153,000
Q3 2020 Nov 12, 2020	BUY	$56.71 - $65.92 $15,425 - $17,930	272 Added 21.3%	1,549 $96,000
Q2 2020 Aug 07, 2020	BUY	$43.65 - $58.01 $218 - $290	5 Added 0.39%	1,277 $72,000
Q1 2020 May 08, 2020	BUY	$39.72 - $60.05 $50,523 - $76,383	1,272 New	1,272 $58,000

Others Institutions Holding ESGV

# of Institutions

545

Shares Held

27.3M

Call Options Held

700

Put Options Held

0

About VANGUARD WORLD FD ESG U.S. STO

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