Martel Wealth Advisors Inc Vanguard World Fd Esg U.S. Sto Transaction History

Martel Wealth Advisors Inc

  • $571 Billion
  • Q3 2025

A detailed history of Martel Wealth Advisors Inc transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 2,200 shares of ESGV stock, worth $261,470. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,200
Previous 2,200 -0.0%
Holding current value
$261,470
Previous $241 Million 8.03%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Oct 09, 2024
SELL
$83.14 - $93.19 $63,020 - $70,638
-758 Reduced 25.63%
2,200 $205 Million
Q4 2023

Oct 09, 2024
BUY
$71.95 - $85.41 $6,691 - $7,943
93 Added 3.25%
2,958 $252 Million
Q1 2023

Oct 09, 2024
BUY
$65.27 - $73.55 $186,998 - $210,720
2,865 New
2,865 $205 Million
Q2 2022

Oct 09, 2024
SELL
$63.97 - $82.17 $159,221 - $204,521
-2,489 Closed
0 $0
Q4 2021

Oct 09, 2024
BUY
$79.7 - $88.45 $198,373 - $220,152
2,489 New
2,489 $219 Million

Others Institutions Holding ESGV

# of Institutions
705
Shares Held
31.3M
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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