Jfs Wealth Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Jfs Wealth Advisors, LLC

  • $1.46 Billion
  • Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,263 shares of ESGV stock, worth $138,311. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,263
Previous 1,263 -0.0%
Holding current value
$138,311
Previous $128,000 3.13%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$91.37 - $101.65 $91 - $101
1 Added 0.08%
1,263 $128,000
Q2 2024

Jul 15, 2024
BUY
$87.24 - $97.37 $87 - $97
1 Added 0.08%
1,262 $121,000
Q1 2024

Apr 30, 2024
SELL
$83.14 - $93.19 $90,788 - $101,763
-1,092 Reduced 46.41%
1,261 $117,000
Q4 2022

Feb 13, 2023
BUY
$62.41 - $70.74 $66,279 - $75,125
1,062 Added 82.26%
2,353 $154,000
Q3 2021

Nov 09, 2021
BUY
$79.36 - $84.88 $102,453 - $109,580
1,291 New
1,291 $103,000

Others Institutions Holding ESGV

# of Institutions
616
Shares Held
30.2M
Call Options Held
0
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
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email