Leonard Rickey Investment Advisors P.L.L.C. Vanguard World Fd Esg U.S. Sto Transaction History

Leonard Rickey Investment Advisors P.L.L.C.

  • $471 Million
  • Q1 2025

A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 17,347 shares of ESGV stock, worth $1.6 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
17,347
Previous 15,238 13.84%
Holding current value
$1.6 Million
Previous $1.6 Million 5.82%
% of portfolio
0.36%
Previous 0.37%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$96.93 - $109.51 $204,425 - $230,956
2,109 Added 13.84%
17,347 $1.69 Million
Q4 2024

Jan 16, 2025
SELL
$100.18 - $109.1 $97,174 - $105,827
-970 Reduced 5.98%
15,238 $1.6 Million
Q3 2024

Oct 15, 2024
SELL
$91.37 - $101.65 $30,517 - $33,951
-334 Reduced 2.02%
16,208 $1.65 Million
Q2 2024

Jul 24, 2024
SELL
$87.24 - $97.37 $31,144 - $34,761
-357 Reduced 2.11%
16,542 $1.6 Million
Q1 2024

Apr 18, 2024
SELL
$83.14 - $93.19 $19,537 - $21,899
-235 Reduced 1.37%
16,899 $1.57 Million
Q4 2023

Jan 23, 2024
BUY
$71.95 - $85.41 $21,081 - $25,025
293 Added 1.74%
17,134 $1.46 Million
Q3 2023

Oct 17, 2023
BUY
$74.65 - $81.1 $33,592 - $36,495
450 Added 2.75%
16,841 $1.27 Million
Q2 2023

Jul 27, 2023
SELL
$70.39 - $78.35 $31,745 - $35,335
-451 Reduced 2.68%
16,391 $1.28 Million
Q1 2023

Apr 20, 2023
BUY
$65.27 - $73.55 $14,359 - $16,181
220 Added 1.32%
16,842 $1.21 Million
Q4 2022

Jan 27, 2023
BUY
$62.41 - $70.74 $8,425 - $9,549
135 Added 0.82%
16,622 $0
Q3 2022

Oct 31, 2022
BUY
$62.91 - $76.54 $3,019 - $3,673
48 Added 0.29%
16,487 $1.04 Million
Q2 2022

Jul 25, 2022
BUY
$63.97 - $82.17 $25,332 - $32,539
396 Added 2.47%
16,439 $1.09 Million
Q1 2022

Apr 19, 2022
BUY
$74.15 - $88.3 $110,112 - $131,125
1,485 Added 10.2%
16,043 $1.3 Million
Q4 2021

Feb 01, 2022
BUY
$79.7 - $88.45 $150,473 - $166,993
1,888 Added 14.9%
14,558 $1.28 Million
Q3 2021

Oct 25, 2021
BUY
$79.36 - $84.88 $31,029 - $33,188
391 Added 3.18%
12,670 $1.01 Million
Q2 2021

Jul 27, 2021
SELL
$74.71 - $80.04 $944,707 - $1.01 Million
-12,645 Reduced 50.73%
12,279 $999,000
Q1 2021

May 06, 2021
BUY
$69.3 - $74.47 $156,063 - $167,706
2,252 Added 9.93%
24,924 $1.84 Million
Q4 2020

Jan 22, 2021
BUY
$60.54 - $70.17 $793,195 - $919,367
13,102 Added 136.91%
22,672 $1.59 Million
Q3 2020

Oct 16, 2020
SELL
$56.71 - $65.92 $13,496 - $15,688
-238 Reduced 2.43%
9,570 $592,000
Q2 2020

Jul 21, 2020
SELL
$43.65 - $58.01 $37,800 - $50,236
-866 Reduced 8.11%
9,808 $553,000
Q1 2020

Apr 28, 2020
BUY
$39.72 - $60.05 $2,422 - $3,663
61 Added 0.57%
10,674 $489,000
Q4 2019

Jan 07, 2020
BUY
$50.36 - $56.77 $330,059 - $372,070
6,554 Added 161.47%
10,613 $600,000
Q3 2019

Oct 17, 2019
BUY
$51.55 - $52.75 $209,241 - $214,112
4,059 New
4,059 $211,000

Others Institutions Holding ESGV

# of Institutions
622
Shares Held
30.1M
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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