Fingerlakes Wealth Management, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Fingerlakes Wealth Management, Inc.

$123 Million
Q4 2024

A detailed history of Fingerlakes Wealth Management, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 22,244 shares of ESGV stock, worth $2.3 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares

22,244

Previous 23,037 3.44%

Holding current value

$2.3 Million

Previous $2.34 Million 0.34%

% of portfolio

1.89%

Previous 1.96%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$100.18 - $109.1 $79,442 - $86,516	-793 Reduced 3.44%	22,244 $2.33 Million
Q3 2024 Oct 31, 2024	BUY	$91.37 - $101.65 $49,431 - $54,992	541 Added 2.4%	23,037 $2.34 Million
Q2 2024 Aug 07, 2024	BUY	$87.24 - $97.37 $16,313 - $18,208	187 Added 0.84%	22,496 $2.17 Million
Q1 2024 Apr 24, 2024	BUY	$83.14 - $93.19 $80,063 - $89,741	963 Added 4.51%	22,309 $2.08 Million
Q4 2023 Jan 26, 2024	SELL	$71.95 - $85.41 $105,478 - $125,211	-1,466 Reduced 6.43%	21,346 $1.82 Million
Q3 2023 Nov 07, 2023	BUY	$74.65 - $81.1 $79,203 - $86,047	1,061 Added 4.88%	22,812 $1.72 Million
Q2 2023 Aug 10, 2023	BUY	$70.39 - $78.35 $102,135 - $113,685	1,451 Added 7.15%	21,751 $1.7 Million
Q1 2023 May 02, 2023	BUY	$65.27 - $73.55 $45,819 - $51,632	702 Added 3.58%	20,300 $1.46 Million
Q4 2022 Feb 10, 2023	BUY	$62.41 - $70.74 $46,245 - $52,418	741 Added 3.93%	19,598 $1.29 Million
Q3 2022 Oct 28, 2022	BUY	$62.91 - $76.54 $169,353 - $206,045	2,692 Added 16.65%	18,857 $1.19 Million
Q2 2022 Aug 05, 2022	BUY	$63.97 - $82.17 $258,054 - $331,473	4,034 Added 33.25%	16,165 $1.07 Million
Q1 2022 May 06, 2022	BUY	$74.15 - $88.3 $73,111 - $87,063	986 Added 8.85%	12,131 $984,000
Q4 2021 Feb 17, 2022	BUY	$79.7 - $88.45 $888,256 - $985,775	11,145 New	11,145 $980,000

Others Institutions Holding ESGV

# of Institutions

617

Shares Held

28.4M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
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Fingerlakes Wealth Management, Inc. Vanguard World Fd Esg U.S. Sto Transaction History