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

Crewe Advisors LLC

$709 Million
Q4 2024

A detailed history of Crewe Advisors LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Crewe Advisors LLC holds 311,510 shares of ESGV stock, worth $32.2 Million. This represents 4.61% of its overall portfolio holdings.

Number of Shares

311,510

Previous 311,066 0.14%

Holding current value

$32.2 Million

Previous $31.6 Million 3.34%

% of portfolio

4.61%

Previous 3.68%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$100.18 - $109.1 $44,479 - $48,440	444 Added 0.14%	311,510 $32.7 Million
Q3 2024 Nov 12, 2024	BUY	$91.37 - $101.65 $19,735 - $21,956	216 Added 0.07%	311,066 $31.6 Million
Q2 2024 Jul 29, 2024	SELL	$87.24 - $97.37 $404,619 - $451,602	-4,638 Reduced 1.47%	310,850 $30 Million
Q1 2024 May 13, 2024	BUY	$83.14 - $93.19 $44,064 - $49,390	530 Added 0.17%	315,488 $29.4 Million
Q4 2023 Feb 09, 2024	SELL	$71.95 - $85.41 $2.24 Million - $2.66 Million	-31,170 Reduced 9.01%	314,958 $26.8 Million
Q3 2023 Nov 08, 2023	SELL	$74.65 - $81.1 $212,752 - $231,134	-2,850 Reduced 0.82%	346,128 $26 Million
Q2 2023 Jul 28, 2023	BUY	$70.39 - $78.35 $32,731 - $36,432	465 Added 0.13%	348,978 $27.3 Million
Q1 2023 May 12, 2023	SELL	$65.27 - $73.55 $881,797 - $993,660	-13,510 Reduced 3.73%	348,513 $25 Million
Q4 2022 Feb 07, 2023	SELL	$62.41 - $70.74 $377,830 - $428,259	-6,054 Reduced 1.64%	362,023 $23.8 Million
Q3 2022 Nov 14, 2022	BUY	$62.91 - $76.54 $314 - $382	5 Added 0.0%	368,077 $23.2 Million
Q2 2022 Aug 02, 2022	SELL	$63.97 - $82.17 $6.76 Million - $8.68 Million	-105,625 Reduced 22.3%	368,072 $24.4 Million
Q1 2022 Apr 27, 2022	BUY	$74.15 - $88.3 $20,687 - $24,635	279 Added 0.06%	473,697 $38.4 Million
Q4 2021 Feb 10, 2022	BUY	$79.7 - $88.45 $7.48 Million - $8.3 Million	93,869 Added 24.73%	473,418 $41.6 Million
Q3 2021 Oct 29, 2021	BUY	$79.36 - $84.88 $22 Million - $23.6 Million	277,827 Added 273.12%	379,549 $30.4 Million
Q2 2021 Aug 11, 2021	SELL	$74.71 - $80.04 $2.69 Million - $2.88 Million	-35,992 Reduced 26.14%	101,722 $8.14 Million
Q1 2021 Apr 21, 2021	BUY	$69.3 - $74.47 $1.91 Million - $2.05 Million	27,560 Added 25.02%	137,714 $10.2 Million
Q4 2020 Jan 27, 2021	BUY	$60.54 - $70.17 $1.35 Million - $1.56 Million	22,248 Added 25.31%	110,154 $7.73 Million
Q3 2020 Oct 13, 2020	BUY	$56.71 - $65.92 $1.1 Million - $1.28 Million	19,468 Added 28.45%	87,906 $5.43 Million
Q1 2020 May 07, 2020	BUY	$39.72 - $60.05 $745,385 - $1.13 Million	18,766 Added 37.78%	68,438 $3.13 Million
Q4 2019 Feb 05, 2020	BUY	$50.36 - $56.77 $2.5 Million - $2.82 Million	49,672 New	49,672 $2.81 Million

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