Legacy Financial Advisors, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Legacy Financial Advisors, Inc.

$515 Million
Q3 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 3,894 shares of ESGV stock, worth $420,240. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,894

Previous 4,203 7.35%

Holding current value

$420,240

Previous $406,000 2.71%

% of portfolio

0.08%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$91.37 - $101.65 $28,233 - $31,409	-309 Reduced 7.35%	3,894 $395,000
Q2 2024 Aug 13, 2024	SELL	$87.24 - $97.37 $34,634 - $38,655	-397 Reduced 8.63%	4,203 $406,000
Q1 2024 May 14, 2024	SELL	$83.14 - $93.19 $17,209 - $19,290	-207 Reduced 4.31%	4,600 $428,000
Q4 2023 Feb 06, 2024	SELL	$71.95 - $85.41 $52,955 - $62,861	-736 Reduced 13.28%	4,807 $408,000
Q3 2023 Nov 13, 2023	SELL	$74.65 - $81.1 $42,699 - $46,389	-572 Reduced 9.35%	5,543 $416,000
Q2 2023 Aug 08, 2023	SELL	$70.39 - $78.35 $12,107 - $13,476	-172 Reduced 2.74%	6,115 $479,000
Q1 2023 May 03, 2023	BUY	$65.27 - $73.55 $410,352 - $462,408	6,287 New	6,287 $450,000

Others Institutions Holding ESGV

# of Institutions

577

Shares Held

27.8M

Call Options Held

700

Put Options Held

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

More about ESGV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.

Account

Legacy Financial Advisors, Inc. Vanguard World Fd Esg U.S. Sto Transaction History