A detailed history of Ervin Investment Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Ervin Investment Management, LLC holds 11,376 shares of ESGV stock, worth $1.11 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
11,376
Previous 11,326 0.44%
Holding current value
$1.11 Million
Previous $963,000 10.07%
% of portfolio
0.79%
Previous 0.78%

Shares

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

Apr 15, 2024

BUY
$83.14 - $93.19 $4,157 - $4,659
50 Added 0.44%
11,376 $1.06 Million
Q3 2023

Oct 16, 2023

BUY
$74.65 - $81.1 $4,479 - $4,866
60 Added 0.53%
11,326 $851,000
Q2 2023

Jul 26, 2023

BUY
$70.39 - $78.35 $30,619 - $34,082
435 Added 4.02%
11,266 $882,000
Q1 2023

Apr 14, 2023

BUY
$65.27 - $73.55 $80,934 - $91,202
1,240 Added 12.93%
10,831 $776,000
Q4 2022

Apr 14, 2023

SELL
$63.97 - $70.74 $79,322 - $87,717
-1,240 Reduced 11.45%
9,591 $631,000
Q4 2022

Feb 07, 2023

BUY
$63.97 - $70.74 $23,988 - $26,527
375 Added 4.07%
9,591 $631,000
Q3 2022

Apr 14, 2023

BUY
N/A
400 Added 4.54%
9,216 $0
Q3 2022

Nov 08, 2022

BUY
N/A
400 Added 4.54%
9,216 $580,000
Q2 2022

Apr 14, 2023

BUY
N/A
425 Added 5.06%
8,816 $0
Q2 2022

Jul 20, 2022

BUY
N/A
425 Added 5.06%
8,816 $591,000
Q1 2022

Apr 14, 2023

SELL
N/A
-2,440 Reduced 22.53%
8,391 $0
Q1 2022

Apr 19, 2022

BUY
N/A
45 Added 0.54%
8,391 $691,000
Q4 2021

Feb 08, 2022

BUY
N/A
8,346 New
8,346 $734,000

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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