Cfs Investment Advisory Services, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Cfs Investment Advisory Services, LLC

$1.12 Billion
Q4 2024

A detailed history of Cfs Investment Advisory Services, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 3,178 shares of ESGV stock, worth $328,668. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,178

Previous 3,246 2.09%

Holding current value

$328,668

Previous $330,000 0.91%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$100.18 - $109.1 $6,812 - $7,418	-68 Reduced 2.09%	3,178 $333,000
Q2 2024 Aug 13, 2024	BUY	$87.24 - $97.37 $283,181 - $316,063	3,246 New	3,246 $314,000
Q2 2023 Jul 21, 2023	BUY	$70.39 - $78.35 $246,646 - $274,538	3,504 New	3,504 $275,000
Q2 2022 Aug 16, 2022	SELL	$63.97 - $82.17 $27.4 Million - $35.2 Million	-427,924 Reduced 99.15%	3,665 $243,000
Q1 2022 May 27, 2022	BUY	$74.15 - $88.3 $31.5 Million - $37.5 Million	425,205 Added 6660.48%	431,589 $5,000
Q4 2021 Feb 14, 2022	SELL	$79.7 - $88.45 $5,658 - $6,279	-71 Reduced 1.1%	6,384 $521,000
Q3 2021 Nov 19, 2021	BUY	$79.36 - $84.88 $512,268 - $547,900	6,455 New	6,455 $517,000
Q2 2021 Jul 21, 2021	SELL	$74.71 - $80.04 $542,992 - $581,730	-7,268 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$60.54 - $70.17 $440,004 - $509,995	7,268 New	7,268 $510,000

Others Institutions Holding ESGV

# of Institutions

617

Shares Held

28.4M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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Cfs Investment Advisory Services, LLC Vanguard World Fd Esg U.S. Sto Transaction History