Janiczek Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Janiczek Wealth Management, LLC

  • $475 Million
  • Q2 2024

A detailed history of Janiczek Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 1,184 shares of ESGV stock, worth $123,183. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,184
Previous 1,016 16.54%
Holding current value
$123,183
Previous $94,000 21.28%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$87.24 - $97.37 $14,656 - $16,358
168 Added 16.54%
1,184 $114,000
Q1 2024

Apr 15, 2024
BUY
$83.14 - $93.19 $4,406 - $4,939
53 Added 5.5%
1,016 $94,000
Q4 2023

Jan 26, 2024
BUY
$71.95 - $85.41 $6,331 - $7,516
88 Added 10.06%
963 $81,000
Q3 2023

Oct 13, 2023
BUY
$74.65 - $81.1 $6,046 - $6,569
81 Added 10.2%
875 $65,000
Q2 2023

Jul 11, 2023
SELL
$70.39 - $78.35 $8,728 - $9,715
-124 Reduced 13.51%
794 $62,000
Q1 2023

Apr 21, 2023
BUY
$65.27 - $73.55 $6,657 - $7,502
102 Added 12.5%
918 $65,000
Q4 2022

Jan 20, 2023
BUY
$62.41 - $70.74 $2,558 - $2,900
41 Added 5.29%
816 $0
Q3 2022

Oct 17, 2022
BUY
$62.91 - $76.54 $2,516 - $3,061
40 Added 5.44%
775 $49,000
Q2 2022

Aug 03, 2022
BUY
$63.97 - $82.17 $2,558 - $3,286
40 Added 5.76%
735 $53,000
Q1 2022

May 05, 2022
SELL
$74.15 - $88.3 $17,944 - $21,368
-242 Reduced 25.83%
695 $56,000
Q4 2021

Feb 02, 2022
BUY
$79.7 - $88.45 $11,955 - $13,267
150 Added 19.06%
937 $82,000
Q3 2021

Oct 19, 2021
BUY
$79.36 - $84.88 $22,220 - $23,766
280 Added 55.23%
787 $63,000
Q2 2021

Jul 28, 2021
BUY
$74.71 - $80.04 $37,877 - $40,580
507 New
507 $41,000

Others Institutions Holding ESGV

# of Institutions
544
Shares Held
27.2M
Call Options Held
700
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG U.S. STO

ESGV Quotes by TradingView
  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
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