Cornerstone Wealth Advisors, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Cornerstone Wealth Advisors, Inc.

  • $364 Million
  • Q4 2024

A detailed history of Cornerstone Wealth Advisors, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Cornerstone Wealth Advisors, Inc. holds 3,530 shares of ESGV stock, worth $380,745. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,530
Previous 2,455 43.79%
Holding current value
$380,745
Previous $249,000 48.59%
% of portfolio
0.1%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$100.18 - $109.1 $107,693 - $117,282
1,075 Added 43.79%
3,530 $370,000
Q3 2024

Oct 24, 2024
BUY
$91.37 - $101.65 $456 - $508
5 Added 0.2%
2,455 $249,000
Q2 2024

Jul 12, 2024
BUY
$87.24 - $97.37 $213,738 - $238,556
2,450 New
2,450 $236,000

Others Institutions Holding ESGV

# of Institutions
573
Shares Held
27.8M
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
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