Mbe Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Mbe Wealth Management, LLC

$175 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 25, 2021	SELL	$79.36 - $84.88 $198,638 - $212,454	-2,503 Closed	0 $0
Q2 2021 Jul 19, 2021	SELL	$74.71 - $80.04 $816,879 - $875,157	-10,934 Reduced 81.37%	2,503 $200,000
Q1 2021 Apr 26, 2021	SELL	$69.3 - $74.47 $698,266 - $750,359	-10,076 Reduced 42.85%	13,437 $991,000
Q4 2020 Jan 19, 2021	SELL	$60.54 - $70.17 $528,029 - $612,022	-8,722 Reduced 27.06%	23,513 $1.65 Million
Q2 2020 Aug 14, 2020	BUY	$43.65 - $58.01 $50,546 - $67,175	1,158 Added 3.73%	32,235 $1.82 Million
Q1 2020 May 07, 2020	BUY	$39.72 - $60.05 $383,377 - $579,602	9,652 Added 45.05%	31,077 $1.42 Million
Q4 2019 Jan 30, 2020	BUY	$50.36 - $56.77 $1.08 Million - $1.22 Million	21,425 New	21,425 $1.21 Million

Others Institutions Holding ESGV

# of Institutions

545

Shares Held

27.3M

Call Options Held

700

Put Options Held

0

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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