Joel Isaacson & Co., LLC Vanguard World Fd Esg U.S. Sto Transaction History

Joel Isaacson & Co., LLC

$2.18 Billion
Q4 2024

A detailed history of Joel Isaacson & Co., LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 11,152 shares of ESGV stock, worth $1.21 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

11,152

Previous 10,372 7.52%

Holding current value

$1.21 Million

Previous $1.05 Million 10.91%

% of portfolio

0.05%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$100.18 - $109.1 $78,140 - $85,098	780 Added 7.52%	11,152 $1.17 Million
Q3 2024 Oct 23, 2024	BUY	$91.37 - $101.65 $2,741 - $3,049	30 Added 0.29%	10,372 $1.05 Million
Q2 2024 Jul 23, 2024	BUY	$87.24 - $97.37 $22,420 - $25,024	257 Added 2.55%	10,342 $999,000
Q1 2024 Apr 29, 2024	BUY	$83.14 - $93.19 $1,995 - $2,236	24 Added 0.24%	10,085 $939,000
Q4 2023 Jan 24, 2024	BUY	$71.95 - $85.41 $114,832 - $136,314	1,596 Added 18.85%	10,061 $855,000
Q3 2023 Oct 23, 2023	BUY	$74.65 - $81.1 $49,940 - $54,255	669 Added 8.58%	8,465 $636,000
Q2 2023 Jul 26, 2023	BUY	$70.39 - $78.35 $1,478 - $1,645	21 Added 0.27%	7,796 $610,000
Q1 2023 Apr 24, 2023	BUY	$65.27 - $73.55 $35,506 - $40,011	544 Added 7.52%	7,775 $557,000
Q4 2022 Jan 27, 2023	BUY	$62.41 - $70.74 $141,920 - $160,862	2,274 Added 45.87%	7,231 $0
Q3 2022 Oct 13, 2022	BUY	$62.91 - $76.54 $311,844 - $379,408	4,957 New	4,957 $312,000

Others Institutions Holding ESGV

# of Institutions

583

Shares Held

27.8M

Call Options Held

700

Put Options Held

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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Joel Isaacson & Co., LLC Vanguard World Fd Esg U.S. Sto Transaction History