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

Evermay Wealth Management LLC

  • $618 Million
  • Q3 2024

A detailed history of Evermay Wealth Management LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Evermay Wealth Management LLC holds 2,415 shares of ESGV stock, worth $257,318. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,415
Previous 2,415 -0.0%
Holding current value
$257,318
Previous $233,000 5.15%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023
BUY
$74.65 - $81.1 $6,345 - $6,893
85 Added 3.65%
2,415 $181,000
Q2 2023

Aug 10, 2023
BUY
$70.39 - $78.35 $164,008 - $182,555
2,330 New
2,330 $182,000

Others Institutions Holding ESGV

# of Institutions
545
Shares Held
27.3M
Call Options Held
700
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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