Dakota Wealth Management Vanguard World Fd Esg U.S. Sto Transaction History

Dakota Wealth Management

$4.24 Billion
Q4 2024

A detailed history of Dakota Wealth Management transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Dakota Wealth Management holds 2,505 shares of ESGV stock, worth $244,262. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,505

Holding current value

$244,262

% of portfolio

0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$100.18 - $109.1 $250,950 - $273,295	2,505 New	2,505 $262,000
Q2 2022 Aug 05, 2022	SELL	$63.97 - $82.17 $265,475 - $341,005	-4,150 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$74.15 - $88.3 $42,265 - $50,331	-570 Reduced 12.08%	4,150 $336,000
Q4 2021 Feb 10, 2022	BUY	$79.7 - $88.45 $107,595 - $119,407	1,350 Added 40.06%	4,720 $415,000
Q3 2021 Nov 15, 2021	BUY	$79.36 - $84.88 $7,936 - $8,488	100 Added 3.06%	3,370 $270,000
Q2 2021 Aug 02, 2021	BUY	$74.71 - $80.04 $7,470 - $8,004	100 Added 3.15%	3,270 $262,000
Q4 2020 Feb 12, 2021	BUY	$60.54 - $70.17 $191,911 - $222,438	3,170 New	3,170 $222,000

Others Institutions Holding ESGV

# of Institutions

623

Shares Held

30M

Call Options Held

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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Dakota Wealth Management Vanguard World Fd Esg U.S. Sto Transaction History