Ifp Advisors, Inc Vanguard World Fd Esg U.S. Sto Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Ifp Advisors, Inc holds 543 shares of ESGV stock, worth $57,856. This represents 0.0% of its overall portfolio holdings.

Number of Shares

543

Previous 542 0.18%

Holding current value

$57,856

Previous $50,000 4.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$87.24 - $97.37 $87 - $97	1 Added 0.18%	543 $52,000
Q4 2023 Jan 09, 2024	BUY	$71.95 - $85.41 $14,318 - $16,996	199 Added 58.02%	542 $46,000
Q3 2023 Oct 12, 2023	SELL	$74.65 - $81.1 $3,060 - $3,325	-41 Reduced 10.68%	343 $25,000
Q2 2023 Aug 04, 2023	BUY	$70.39 - $78.35 $211 - $235	3 Added 0.79%	384 $30,000
Q2 2022 Sep 06, 2022	BUY	$63.97 - $82.17 $24,372 - $31,306	381 New	381 $19,000
Q2 2022 Aug 12, 2022	SELL	$63.97 - $82.17 $24,372 - $31,306	-381 Closed	0 $0
Q1 2022 Aug 08, 2022	BUY	$74.15 - $88.3 $2,817 - $3,355	38 Added 11.08%	381 $0
Q1 2021 Apr 30, 2021	BUY	$69.3 - $74.47 $23,769 - $25,543	343 New	343 $25,000

Others Institutions Holding ESGV

# of Institutions

545

Shares Held

27.3M

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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