Great Valley Advisor Group, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Great Valley Advisor Group, Inc.

$4.08 Billion
Q2 2025

A detailed history of Great Valley Advisor Group, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 11,972 shares of ESGV stock, worth $1.42 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

11,972

Previous 10,772 11.14%

Holding current value

$1.42 Million

Previous $1.06 Million 24.36%

% of portfolio

0.03%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$86.93 - $109.64 $104,316 - $131,568	1,200 Added 11.14%	11,972 $1.31 Million
Q1 2025 May 08, 2025	BUY	$96.93 - $109.51 $872 - $985	9 Added 0.08%	10,772 $1.06 Million
Q4 2024 Feb 24, 2025	SELL	$100.18 - $109.1 $176,116 - $191,797	-1,758 Reduced 14.04%	10,763 $1.13 Million
Q3 2024 Nov 12, 2024	BUY	$91.37 - $101.65 $144,547 - $160,810	1,582 Added 14.46%	12,521 $1.27 Million
Q2 2024 Jul 16, 2024	BUY	$87.24 - $97.37 $1,308 - $1,460	15 Added 0.14%	10,939 $1.06 Million
Q1 2024 May 03, 2024	BUY	$83.14 - $93.19 $407,136 - $456,351	4,897 Added 81.25%	10,924 $1.02 Million
Q4 2023 Feb 05, 2024	BUY	$71.95 - $85.41 $45,040 - $53,466	626 Added 11.59%	6,027 $512,000
Q3 2023 Nov 06, 2023	BUY	$74.65 - $81.1 $1,194 - $1,297	16 Added 0.3%	5,401 $406,000
Q2 2023 Aug 10, 2023	BUY	$70.39 - $78.35 $85,594 - $95,273	1,216 Added 29.17%	5,385 $421,000
Q1 2023 May 02, 2023	BUY	$65.27 - $73.55 $13,119 - $14,783	201 Added 5.07%	4,169 $298,000
Q4 2022 Jan 31, 2023	BUY	$62.41 - $70.74 $247,642 - $280,696	3,968 New	3,968 $261,000

Others Institutions Holding ESGV

# of Institutions

673

Shares Held

30.8M

Call Options Held

Put Options Held

2.8K

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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Great Valley Advisor Group, Inc. Vanguard World Fd Esg U.S. Sto Transaction History