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 $1.36 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,521
Previous 10,939 14.46%
Holding current value
$1.36 Million
Previous $1.06 Million 20.45%
% of portfolio
0.03%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD WORLD FD ESG U.S. STO


  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
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