Laurel Wealth Planning LLC Vanguard World Fd Esg U.S. Sto Transaction History

Laurel Wealth Planning LLC

  • $151 Million
  • Q1 2024

A detailed history of Laurel Wealth Planning LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 16,411 shares of ESGV stock, worth $1.62 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
16,411
Previous 21,981 25.34%
Holding current value
$1.62 Million
Previous $1.87 Million 18.24%
% of portfolio
1.02%
Previous 1.32%

Shares

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

Apr 22, 2024
SELL
$83.14 - $93.19 $463,089 - $519,068
-5,570 Reduced 25.34%
16,411 $1.53 Million
Q4 2023

Feb 09, 2024
SELL
$71.95 - $85.41 $404,718 - $480,431
-5,625 Reduced 20.38%
21,981 $1.87 Million
Q3 2023

Oct 27, 2023
SELL
$74.65 - $81.1 $221,859 - $241,029
-2,972 Reduced 9.72%
27,606 $2.08 Million
Q2 2023

Jul 19, 2023
SELL
$70.39 - $78.35 $797,096 - $887,235
-11,324 Reduced 27.02%
30,578 $2.4 Million
Q1 2023

Apr 18, 2023
SELL
$65.27 - $73.55 $1.62 Million - $1.83 Million
-24,823 Reduced 37.2%
41,902 $3.01 Million
Q4 2022

Feb 01, 2023
BUY
$63.97 - $70.74 $2.8 Million - $3.09 Million
43,734 Added 190.22%
66,725 $4.39 Million
Q2 2022

Aug 09, 2022
SELL
N/A
-1,144 Reduced 4.74%
22,991 $1.53 Million
Q1 2022

Apr 28, 2022
SELL
N/A
-10,681 Reduced 30.68%
24,135 $1.96 Million
Q4 2021

Feb 01, 2022
SELL
N/A
-247 Reduced 0.7%
34,816 $3.06 Million
Q3 2021

Nov 12, 2021
BUY
N/A
364 Added 1.05%
35,063 $2.81 Million
Q2 2021

Aug 09, 2021
BUY
N/A
1,630 Added 4.93%
34,699 $2.78 Million
Q1 2021

May 06, 2021
BUY
N/A
2,059 Added 6.64%
33,069 $2.44 Million
Q4 2020

Feb 08, 2021
BUY
N/A
31,010 New
31,010 $2.18 Million

Others Institutions Holding ESGV

# of Institutions
502
Shares Held
29.2M
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
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