Market Street Wealth Management Advisors LLC Vanguard World Fd Esg U.S. Sto Transaction History

Market Street Wealth Management Advisors LLC

  • $552 Million
  • Q3 2024

A detailed history of Market Street Wealth Management Advisors LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Market Street Wealth Management Advisors LLC holds 4,369 shares of ESGV stock, worth $471,109. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,369
Previous 4,369 -0.0%
Holding current value
$471,109
Previous $422,000 5.21%
% of portfolio
0.08%
Previous 0.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024
SELL
$87.24 - $97.37 $5,932 - $6,621
-68 Reduced 1.53%
4,369 $422,000
Q1 2024

Apr 11, 2024
SELL
$83.14 - $93.19 $66,179 - $74,179
-796 Reduced 15.21%
4,437 $413,000
Q4 2023

Jan 29, 2024
SELL
$71.95 - $85.41 $166,924 - $198,151
-2,320 Reduced 30.72%
5,233 $445,000
Q2 2023

Jul 12, 2023
SELL
$70.39 - $78.35 $77,006 - $85,714
-1,094 Reduced 12.65%
7,553 $591,000
Q1 2023

Apr 18, 2023
SELL
$65.27 - $73.55 $73,755 - $83,111
-1,130 Reduced 11.56%
8,647 $620,000
Q4 2022

Jan 20, 2023
SELL
$62.41 - $70.74 $2.86 Million - $3.24 Million
-45,750 Reduced 82.39%
9,777 $0
Q3 2022

Oct 21, 2022
BUY
$62.91 - $76.54 $1.44 Million - $1.75 Million
22,814 Added 69.74%
55,527 $3.49 Million
Q2 2022

Jul 21, 2022
SELL
$63.97 - $82.17 $198,754 - $255,302
-3,107 Reduced 8.67%
32,713 $2.17 Million
Q1 2022

Apr 12, 2022
BUY
$74.15 - $88.3 $2.66 Million - $3.16 Million
35,820 New
35,820 $2.9 Million

Others Institutions Holding ESGV

# of Institutions
545
Shares Held
27.3M
Call Options Held
700
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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