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

Great Valley Advisor Group, Inc.

$3.84 Billion
Q3 2024

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 12,521 shares of ESGV stock, worth $1.3 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,521

Previous 10,939 14.46%

Holding current value

$1.3 Million

Previous $1.06 Million 20.45%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

544

Shares Held

27.2M

Call Options Held

700

Put Options Held

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 Great Valley Advisor Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Great Valley Advisor Group, Inc. with notifications on news.

Account

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