A detailed history of Johnson Bixby & Associates, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Johnson Bixby & Associates, LLC holds 19,902 shares of ESGV stock, worth $1.97 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
19,902
Previous 18,536 7.37%
Holding current value
$1.97 Million
Previous $1.58 Million 17.64%
% of portfolio
0.32%
Previous 0.3%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$83.14 - $93.19 $113,569 - $127,297
1,366 Added 7.37%
19,902 $1.85 Million
Q4 2023

Jan 18, 2024

SELL
$71.95 - $85.41 $3,885 - $4,612
-54 Reduced 0.29%
18,536 $1.58 Million
Q3 2023

Oct 13, 2023

SELL
$74.65 - $81.1 $87,937 - $95,535
-1,178 Reduced 5.96%
18,590 $1.4 Million
Q2 2023

Jul 21, 2023

BUY
$70.39 - $78.35 $140,498 - $156,386
1,996 Added 11.23%
19,768 $1.55 Million
Q1 2023

Apr 19, 2023

BUY
$65.27 - $73.55 $40,597 - $45,748
622 Added 3.63%
17,772 $1.27 Million
Q4 2022

Jan 18, 2023

BUY
$63.97 - $70.74 $123,014 - $136,033
1,923 Added 12.63%
17,150 $0
Q3 2022

Oct 12, 2022

BUY
N/A
2,084 Added 15.86%
15,227 $958,000
Q2 2022

Jul 13, 2022

BUY
N/A
3,066 Added 30.43%
13,143 $873,000
Q1 2022

May 06, 2022

BUY
N/A
5,868 Added 139.42%
10,077 $817,000
Q4 2021

Jan 31, 2022

BUY
N/A
4,209 New
4,209 $370,000

Others Institutions Holding ESGV

About VANGUARD WORLD FD ESG U.S. STO


  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
Track This Portfolio

Track Johnson Bixby & Associates, LLC Portfolio

Follow Johnson Bixby & Associates, 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 Johnson Bixby & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Johnson Bixby & Associates, LLC with notifications on news.