Financial Advisory Group Vanguard World Fd Esg U.S. Sto Transaction History

Financial Advisory Group

$552 Million
Q1 2024

A detailed history of Financial Advisory Group transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Financial Advisory Group holds 4,805 shares of ESGV stock, worth $511,972. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,805

Previous 4,805 -0.0%

Holding current value

$511,972

Previous $408,000 9.56%

% of portfolio

0.08%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	BUY	$65.27 - $73.55 $19,581 - $22,065	300 Added 6.66%	4,805 $344,000
Q4 2022 Feb 09, 2023	BUY	$62.41 - $70.74 $9,361 - $10,611	150 Added 3.44%	4,505 $297,000
Q3 2022 Nov 14, 2022	SELL	$62.91 - $76.54 $629 - $765	-10 Reduced 0.23%	4,355 $274,000
Q2 2022 Aug 10, 2022	BUY	$63.97 - $82.17 $43,179 - $55,464	675 Added 18.29%	4,365 $290,000
Q3 2021 Nov 09, 2021	BUY	$79.36 - $84.88 $22,617 - $24,190	285 Added 8.37%	3,690 $295,000
Q1 2021 May 14, 2021	SELL	$69.3 - $74.47 $60,984 - $65,533	-880 Reduced 20.54%	3,405 $251,000
Q4 2020 Feb 12, 2021	BUY	$60.54 - $70.17 $29,664 - $34,383	490 Added 12.91%	4,285 $301,000
Q3 2020 Nov 12, 2020	BUY	$56.71 - $65.92 $215,214 - $250,166	3,795 New	3,795 $235,000

Others Institutions Holding ESGV

# of Institutions

545

Shares Held

27.3M

Call Options Held

700

Put Options Held

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

More about ESGV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advisory Group, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advisory Group with notifications on news.

Account

Financial Advisory Group Vanguard World Fd Esg U.S. Sto Transaction History