Forvis Wealth Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Forvis Wealth Advisors, LLC

  • $4 Billion
  • Q1 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 9,350 shares of ESGV stock, worth $973,802. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,350
Previous 9,365 0.16%
Holding current value
$973,802
Previous $982,000 6.82%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$96.93 - $109.51 $1,453 - $1,642
-15 Reduced 0.16%
9,350 $915,000
Q4 2024

Feb 03, 2025
SELL
$100.18 - $109.1 $58,805 - $64,041
-587 Reduced 5.9%
9,365 $982,000
Q3 2024

Nov 14, 2024
SELL
$91.37 - $101.65 $11,695 - $13,011
-128 Reduced 1.27%
9,952 $1.01 Million
Q2 2024

Aug 09, 2024
SELL
$87.24 - $97.37 $10,468 - $11,684
-120 Reduced 1.18%
10,080 $973,000
Q1 2024

Apr 19, 2024
SELL
$83.14 - $93.19 $124,959 - $140,064
-1,503 Reduced 12.84%
10,200 $950,000
Q4 2023

Jan 11, 2024
SELL
$71.95 - $85.41 $104,183 - $123,673
-1,448 Reduced 11.01%
11,703 $995,000
Q3 2023

Oct 25, 2023
BUY
$74.65 - $81.1 $54,643 - $59,365
732 Added 5.89%
13,151 $989,000
Q2 2023

Aug 08, 2023
BUY
$70.39 - $78.35 $65,040 - $72,395
924 Added 8.04%
12,419 $973,000
Q1 2023

Apr 26, 2023
BUY
$65.27 - $73.55 $84,720 - $95,467
1,298 Added 12.73%
11,495 $824,000
Q4 2022

Feb 02, 2023
BUY
$62.41 - $70.74 $371,963 - $421,610
5,960 Added 140.67%
10,197 $671,000
Q3 2022

Oct 13, 2022
BUY
$62.91 - $76.54 $266,549 - $324,299
4,237 New
4,237 $267,000

Others Institutions Holding ESGV

# of Institutions
631
Shares Held
30.6M
Call Options Held
0
Put Options Held
3.17K
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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