Fingerlakes Wealth Management, Inc. Vanguard World Fd Esg Intl Stk Transaction History

Fingerlakes Wealth Management, Inc.

$120 Million
Q3 2024

A detailed history of Fingerlakes Wealth Management, Inc. transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 3,883 shares of VSGX stock, worth $220,709. This represents 0.2% of its overall portfolio holdings.

Number of Shares

3,883

Previous 4,594 15.48%

Holding current value

$220,709

Previous $263,000 9.51%

% of portfolio

0.2%

Previous 0.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$55.06 - $62.25 $39,147 - $44,259	-711 Reduced 15.48%	3,883 $238,000
Q2 2024 Aug 07, 2024	BUY	$54.72 - $58.75 $8,153 - $8,753	149 Added 3.35%	4,594 $263,000
Q1 2024 Apr 24, 2024	BUY	$53.19 - $57.84 $17,127 - $18,624	322 Added 7.81%	4,445 $255,000
Q4 2023 Jan 26, 2024	SELL	$48.05 - $55.28 $16,192 - $18,629	-337 Reduced 7.56%	4,123 $227,000
Q3 2023 Nov 07, 2023	BUY	$50.23 - $55.2 $5,374 - $5,906	107 Added 2.46%	4,460 $224,000
Q2 2023 Aug 10, 2023	BUY	$51.68 - $54.7 $11,317 - $11,979	219 Added 5.3%	4,353 $231,000
Q1 2023 May 02, 2023	BUY	$49.49 - $54.07 $204,591 - $223,525	4,134 New	4,134 $216,000

Others Institutions Holding VSGX

# of Institutions

364

Shares Held

17.7M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG INTL STK

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Fingerlakes Wealth Management, Inc. Vanguard World Fd Esg Intl Stk Transaction History