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

Financial Network Wealth Management LLC

$211 Million
Q1 2024

A detailed history of Financial Network Wealth Management LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Financial Network Wealth Management LLC holds 256,370 shares of ESGV stock, worth $24.8 Million. This represents 11.11% of its overall portfolio holdings.

Number of Shares

256,370

Previous 261,396 1.92%

Holding current value

$24.8 Million

Previous $22.2 Million 5.6%

% of portfolio

11.11%

Previous 9.62%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$83.14 - $93.19 $417,861 - $468,372	-5,026 Reduced 1.92%	256,370 $23.5 Million
Q4 2023 Jan 09, 2024	SELL	$71.95 - $85.41 $554,950 - $658,767	-7,713 Reduced 2.87%	261,396 $22.2 Million
Q3 2023 Nov 02, 2023	BUY	$74.65 - $81.1 $2.77 Million - $3 Million	37,050 Added 15.97%	269,109 $20.3 Million
Q2 2023 Jul 31, 2023	BUY	$70.39 - $78.35 $926,191 - $1.03 Million	13,158 Added 6.01%	232,059 $18.2 Million
Q1 2023 May 04, 2023	BUY	$65.27 - $73.55 $1.14 Million - $1.29 Million	17,474 Added 8.68%	218,901 $15.7 Million

Q4 2022 Feb 09, 2023	SELL	$63.97 - $70.74 $895 - $990	-14 Reduced 0.01%	201,427 $13.3 Million
Q3 2022 Nov 08, 2022	BUY	N/A	18,870 Added 10.34%	201,441 $12.7 Million
Q2 2022 Aug 09, 2022	BUY	N/A	47,666 Added 35.33%	182,571 $12.1 Million
Q1 2022 May 09, 2022	BUY	N/A	17,416 Added 14.82%	134,905 $10.9 Million
Q4 2021 Jan 27, 2022	BUY	N/A	3,627 Added 3.19%	117,489 $10.3 Million
Q3 2021 Nov 12, 2021	BUY	N/A	5,124 Added 4.71%	113,862 $9.12 Million
Q2 2021 Aug 11, 2021	BUY	N/A	3,829 Added 3.65%	108,738 $8.7 Million
Q1 2021 May 13, 2021	BUY	N/A	8,541 Added 8.86%	104,909 $7.74 Million
Q4 2020 Feb 12, 2021	BUY	N/A	96,368 New	96,368 $6.76 Million

Others Institutions Holding ESGV

# of Institutions

504

Shares Held

29.3M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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Financial Network Wealth Management LLC Vanguard World Fd Esg U.S. Sto Transaction History