Cascade Investment Advisors, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Cascade Investment Advisors, Inc.

  • $156 Million
  • Q3 2024

A detailed history of Cascade Investment Advisors, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Cascade Investment Advisors, Inc. holds 6,950 shares of ESGV stock, worth $723,078. This represents 0.45% of its overall portfolio holdings.

Number of Shares
6,950
Previous 6,950 -0.0%
Holding current value
$723,078
Previous $671,000 5.22%
% of portfolio
0.45%
Previous 0.46%

Shares

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

Jul 08, 2024
SELL
$87.24 - $97.37 $65,429 - $73,027
-750 Reduced 9.74%
6,950 $671,000
Q1 2024

Apr 24, 2024
SELL
$83.14 - $93.19 $83,140 - $93,190
-1,000 Reduced 11.49%
7,700 $717,000
Q3 2023

Oct 30, 2023
SELL
$74.65 - $81.1 $156,765 - $170,310
-2,100 Reduced 19.44%
8,700 $654,000
Q2 2022

Aug 11, 2022
BUY
$63.97 - $82.17 $690,876 - $887,436
10,800 New
10,800 $717 Million

Others Institutions Holding ESGV

# of Institutions
544
Shares Held
27.2M
Call Options Held
700
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 Cascade Investment Advisors, Inc. Portfolio

Follow Cascade Investment Advisors, Inc. 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 Cascade Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cascade Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email