Gpwm LLC Vanguard World Fd Esg U.S. Sto Transaction History

Gpwm LLC

$149 Million
Q1 2025

A detailed history of Gpwm LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Gpwm LLC holds 40,704 shares of ESGV stock, worth $4.28 Million. This represents 2.68% of its overall portfolio holdings.

Number of Shares

40,704

Previous 35,323 15.23%

Holding current value

$4.28 Million

Previous $3.71 Million 7.58%

% of portfolio

2.68%

Previous 2.57%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$96.93 - $109.51 $521,580 - $589,273	5,381 Added 15.23%	40,704 $3.99 Million
Q4 2024 Jan 13, 2025	SELL	$100.18 - $109.1 $35,964 - $39,166	-359 Reduced 1.01%	35,323 $3.71 Million
Q3 2024 Oct 25, 2024	SELL	$91.37 - $101.65 $125,725 - $139,870	-1,376 Reduced 3.71%	35,682 $3.63 Million
Q2 2024 Jul 10, 2024	SELL	$87.24 - $97.37 $132,168 - $147,515	-1,515 Reduced 3.93%	37,058 $3.58 Million
Q1 2024 Apr 24, 2024	SELL	$83.14 - $93.19 $79,980 - $89,648	-962 Reduced 2.43%	38,573 $3.59 Million
Q4 2023 Feb 01, 2024	SELL	$71.95 - $85.41 $92,383 - $109,666	-1,284 Reduced 3.15%	39,535 $3.36 Million
Q3 2023 Oct 11, 2023	SELL	$74.65 - $81.1 $245,971 - $267,224	-3,295 Reduced 7.47%	40,819 $3.07 Million
Q1 2023 Apr 11, 2023	SELL	$65.27 - $73.55 $199,465 - $224,768	-3,056 Reduced 6.48%	44,114 $3.16 Million
Q4 2022 Jan 20, 2023	BUY	$62.41 - $70.74 $131,934 - $149,544	2,114 Added 4.69%	47,170 $0
Q1 2022 Apr 07, 2022	SELL	$74.15 - $88.3 $196,200 - $233,641	-2,646 Reduced 5.55%	45,056 $3.65 Million
Q4 2021 Feb 02, 2022	BUY	$79.7 - $88.45 $3.8 Million - $4.22 Million	47,702 New	47,702 $4.19 Million

Others Institutions Holding ESGV

# of Institutions

633

Shares Held

30.6M

Call Options Held

Put Options Held

3.17K

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

More about ESGV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Gpwm LLC with notifications on news.

Account