Gladstone Institutional Advisory LLC Vanguard World Fd Esg U.S. Sto Transaction History

Gladstone Institutional Advisory LLC

  • $2.1 Billion
  • Q4 2024

A detailed history of Gladstone Institutional Advisory LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 2,847 shares of ESGV stock, worth $277,610. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,847
Previous 2,215 28.53%
Holding current value
$277,610
Previous $225,000 32.44%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$100.18 - $109.1 $63,313 - $68,951
632 Added 28.53%
2,847 $298,000
Q3 2024

Oct 28, 2024
SELL
$91.37 - $101.65 $182 - $203
-2 Reduced 0.09%
2,215 $225,000
Q2 2024

Aug 02, 2024
SELL
$87.24 - $97.37 $30,882 - $34,468
-354 Reduced 13.77%
2,217 $214,000
Q1 2024

May 14, 2024
SELL
$83.14 - $93.19 $498 - $559
-6 Reduced 0.23%
2,571 $239,000
Q4 2023

Feb 09, 2024
BUY
$71.95 - $85.41 $185,415 - $220,101
2,577 New
2,577 $219,000
Q3 2022

Jan 27, 2023
SELL
$62.91 - $76.54 $35,607 - $43,321
-566 Reduced 2.56%
21,511 $1.35 Million
Q3 2022

Oct 20, 2022
SELL
$62.91 - $76.54 $35,607 - $43,321
-566 Reduced 2.56%
21,511 $1.35 Million
Q2 2022

Jan 27, 2023
BUY
$63.97 - $82.17 $7,164 - $9,203
112 Added 0.51%
22,077 $1.47 Million
Q2 2022

Aug 15, 2022
BUY
$63.97 - $82.17 $7,164 - $9,203
112 Added 0.51%
22,077 $1.47 Million
Q1 2022

Jan 27, 2023
BUY
$74.15 - $88.3 $112,114 - $133,509
1,512 Added 7.39%
21,965 $1.78 Million
Q1 2022

May 04, 2022
BUY
$74.15 - $88.3 $112,114 - $133,509
1,512 Added 7.39%
21,965 $1.78 Million
Q4 2021

Jan 27, 2023
SELL
$79.7 - $88.45 $84,322 - $93,580
-1,058 Reduced 4.92%
20,453 $1.8 Million
Q4 2021

Feb 11, 2022
BUY
$79.7 - $88.45 $1.63 Million - $1.81 Million
20,453 New
20,453 $1.8 Million

Others Institutions Holding ESGV

# of Institutions
623
Shares Held
30.1M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG U.S. STO

ESGV Quotes by TradingView
  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
Track This Portfolio

Track Gladstone Institutional Advisory LLC Portfolio

Follow Gladstone Institutional Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Gladstone Institutional Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email