Ep Wealth Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Ep Wealth Advisors, LLC

  • $9.28 Billion
  • Q2 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 12,376 shares of ESGV stock, worth $1.25 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,376
Previous 12,376 -0.0%
Holding current value
$1.25 Million
Previous $1.15 Million 3.64%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$83.14 - $93.19 $593,453 - $665,190
-7,138 Reduced 36.58%
12,376 $1.15 Million
Q4 2023

Feb 28, 2024
BUY
$71.95 - $85.41 $1.4 Million - $1.67 Million
19,514 New
19,514 $1.66 Million
Q4 2022

Jun 12, 2023
BUY
$62.41 - $70.74 $166,946 - $189,229
2,675 New
2,675 $176,000

Others Institutions Holding ESGV

# of Institutions
515
Shares Held
30M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG U.S. STO

ESGV Quotes by TradingView
  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
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