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 2,363 shares of ESGV stock, worth $245,846. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,363
Previous 2,388 1.05%
Holding current value
$245,846
Previous $230,000 4.35%
% of portfolio
0.13%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD WORLD FD ESG U.S. STO


  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
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