Clearstead Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025

A detailed history of Clearstead Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Clearstead Advisors, LLC holds 354 shares of ESGV stock, worth $36,915. This represents 0.0% of its overall portfolio holdings.

Number of Shares
354
Previous 353 0.28%
Holding current value
$36,915
Previous $37,000 8.11%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$96.93 - $109.51 $96 - $109
1 Added 0.28%
354 $34,000
Q4 2024

Feb 10, 2025
BUY
$100.18 - $109.1 $100 - $109
1 Added 0.28%
353 $37,000
Q3 2024

Nov 13, 2024
BUY
$91.37 - $101.65 $91 - $101
1 Added 0.28%
352 $35,000
Q2 2024

Aug 09, 2024
SELL
$87.24 - $97.37 $2,529 - $2,823
-29 Reduced 7.63%
351 $33,000
Q1 2024

May 14, 2024
BUY
$83.14 - $93.19 $31,593 - $35,412
380 New
380 $35,000

Others Institutions Holding ESGV

# of Institutions
631
Shares Held
30.6M
Call Options Held
0
Put Options Held
3.17K
View Full List

About VANGUARD WORLD FD ESG U.S. STO

ESGV Quotes by TradingView
  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
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