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

Cascade Investment Advisors, Inc.

$153 Million
Q2 2025

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 6,142 shares of ESGV stock, worth $688,641. This represents 0.44% of its overall portfolio holdings.

Number of Shares

6,142

Previous 6,142 -0.0%

Holding current value

$688,641

Previous $598,000 12.54%

% of portfolio

0.44%

Previous 0.41%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$100.18 - $109.1 $80,945 - $88,152	-808 Reduced 11.63%	6,142 $644,000
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

663

Shares Held

31M

Call Options Held

Put Options Held

2.8K

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
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Cascade Investment Advisors, Inc. Vanguard World Fd Esg U.S. Sto Transaction History