Global Retirement Partners, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Global Retirement Partners, LLC holds 534 shares of ESGV stock, worth $58,318. This represents 0.0% of its overall portfolio holdings.

Number of Shares

534

Previous 516 3.49%

Holding current value

$58,318

Previous $52,000 7.69%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$100.18 - $109.1 $1,803 - $1,963	18 Added 3.49%	534 $56,000
Q3 2024 Oct 16, 2024	BUY	$91.37 - $101.65 $91 - $101	1 Added 0.19%	516 $52,000
Q2 2024 Jul 23, 2024	BUY	$87.24 - $97.37 $31,842 - $35,540	365 Added 243.33%	515 $49,000
Q1 2024 Apr 23, 2024	BUY	$83.14 - $93.19 $4,157 - $4,659	50 Added 50.0%	150 $13,000
Q1 2023 May 05, 2023	BUY	$65.27 - $73.55 $6,527 - $7,355	100 New	100 $7,000
Q4 2021 Jan 21, 2022	SELL	$79.7 - $88.45 $18,091 - $20,078	-227 Closed	0 $0
Q2 2021 Jul 15, 2021	SELL	$74.71 - $80.04 $7,844 - $8,404	-105 Reduced 31.63%	227 $18,000
Q1 2021 Apr 14, 2021	BUY	$69.3 - $74.47 $23,007 - $24,724	332 New	332 $24,000

Others Institutions Holding ESGV

# of Institutions

612

Shares Held

30.2M

Call Options Held

700

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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Global Retirement Partners, LLC Vanguard World Fd Esg U.S. Sto Transaction History