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

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 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 9,524 shares of ESGV stock, worth $1.04 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,524
Previous 14,096 32.43%
Holding current value
$1.04 Million
Previous $1.43 Million 30.31%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$100.18 - $109.1 $458,022 - $498,805
-4,572 Reduced 32.43%
9,524 $998,000
Q3 2024

Nov 14, 2024
BUY
$91.37 - $101.65 $157,156 - $174,838
1,720 Added 13.9%
14,096 $1.43 Million
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
616
Shares Held
30.2M
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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