A detailed history of Meritage Portfolio Management transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Meritage Portfolio Management holds 6,488 shares of ESGV stock, worth $708,554. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,488
Previous 6,488 -0.0%
Holding current value
$708,554
Previous $660,000 3.03%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 01, 2023

BUY
$62.41 - $70.74 $66,154 - $74,984
1,060 Added 19.53%
6,488 $427,000
Q2 2022

Jul 25, 2022

BUY
$63.97 - $82.17 $6,397 - $8,217
100 Added 1.88%
5,428 $360,000
Q4 2021

Jan 28, 2022

BUY
$79.7 - $88.45 $31,880 - $35,380
400 Added 8.12%
5,328 $468,000
Q2 2021

Jul 26, 2021

BUY
$74.71 - $80.04 $6,948 - $7,443
93 Added 1.92%
4,928 $394,000
Q1 2021

Apr 27, 2021

BUY
$69.3 - $74.47 $69,993 - $75,214
1,010 Added 26.41%
4,835 $357,000
Q4 2020

Feb 03, 2021

BUY
$60.54 - $70.17 $231,565 - $268,400
3,825 New
3,825 $268,000

Others Institutions Holding ESGV

About VANGUARD WORLD FD ESG U.S. STO


  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
Track This Portfolio

Track Meritage Portfolio Management Portfolio

Follow Meritage Portfolio Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meritage Portfolio Management, based on Form 13F filings with the SEC.

News

Stay updated on Meritage Portfolio Management with notifications on news.