Clearview Wealth Advisors LLC Vanguard World Fd Esg U.S. Sto Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

A detailed history of Clearview Wealth Advisors LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 9,833 shares of ESGV stock, worth $1.04 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

9,833

Previous 10,231 3.89%

Holding current value

$1.04 Million

Previous $988,000 1.11%

% of portfolio

0.78%

Previous 0.87%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$91.37 - $101.65 $36,365 - $40,456	-398 Reduced 3.89%	9,833 $999,000
Q2 2024 Jul 31, 2024	SELL	$87.24 - $97.37 $1,395 - $1,557	-16 Reduced 0.16%	10,231 $988,000
Q1 2024 Apr 09, 2024	SELL	$83.14 - $93.19 $130,280 - $146,028	-1,567 Reduced 13.26%	10,247 $954,000
Q4 2023 Jan 12, 2024	BUY	$71.95 - $85.41 $1,295 - $1,537	18 Added 0.15%	11,814 $1 Million
Q3 2023 Oct 30, 2023	SELL	$74.65 - $81.1 $17,393 - $18,896	-233 Reduced 1.94%	11,796 $887,000
Q2 2023 Aug 07, 2023	SELL	$70.39 - $78.35 $5,560 - $6,189	-79 Reduced 0.65%	12,029 $942,000
Q1 2023 Apr 12, 2023	SELL	$65.27 - $73.55 $975,199 - $1.1 Million	-14,941 Reduced 55.24%	12,108 $868,000
Q4 2022 Jan 31, 2023	BUY	$62.41 - $70.74 $1.69 Million - $1.91 Million	27,049 New	27,049 $1.78 Million

Others Institutions Holding ESGV

# of Institutions

545

Shares Held

27.3M

Call Options Held

700

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

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Clearview Wealth Advisors LLC Vanguard World Fd Esg U.S. Sto Transaction History