A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 3,158 shares of ESGV stock, worth $328,558. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,158
Previous 2,698 17.05%
Holding current value
$328,558
Previous $260,000 23.46%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$91.37 - $101.65 $42,030 - $46,759
460 Added 17.05%
3,158 $321,000
Q2 2024

Jul 16, 2024

SELL
$87.24 - $97.37 $15,441 - $17,234
-177 Reduced 6.16%
2,698 $260,000
Q1 2024

May 06, 2024

BUY
$83.14 - $93.19 $1,496 - $1,677
18 Added 0.63%
2,875 $267,000
Q4 2023

Feb 07, 2024

SELL
$71.95 - $85.41 $13,958 - $16,569
-194 Reduced 6.36%
2,857 $243,000
Q3 2023

Nov 13, 2023

BUY
$74.65 - $81.1 $227,757 - $247,436
3,051 New
3,051 $229,000

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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