D. Scott Neal, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

D. Scott Neal, Inc.

$182 Million
Q4 2024

A detailed history of D. Scott Neal, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, D. Scott Neal, Inc. holds 2,222 shares of ESGV stock, worth $241,109. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,222

Previous 2,363 5.97%

Holding current value

$241,109

Previous $240,000 2.92%

% of portfolio

0.13%

Previous 0.13%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$100.18 - $109.1 $14,125 - $15,383	-141 Reduced 5.97%	2,222 $233,000
Q3 2024 Oct 17, 2024	SELL	$91.37 - $101.65 $2,284 - $2,541	-25 Reduced 1.05%	2,363 $240,000
Q2 2024 Jul 15, 2024	SELL	$87.24 - $97.37 $20,065 - $22,395	-230 Reduced 8.79%	2,388 $230,000
Q4 2023 Jan 17, 2024	BUY	$71.95 - $85.41 $188,365 - $223,603	2,618 New	2,618 $222,000
Q2 2023 Jul 17, 2023	BUY	$70.39 - $78.35 $184,281 - $205,120	2,618 New	2,618 $205,000

Others Institutions Holding ESGV

# of Institutions

569

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
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