Milestone Investment Advisors LLC Vanguard World Fd Esg U.S. Sto Transaction History

Milestone Investment Advisors LLC

$351 Million
Q3 2024

A detailed history of Milestone Investment Advisors LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 7,124 shares of ESGV stock, worth $741,180. This represents 0.21% of its overall portfolio holdings.

Number of Shares

7,124

Previous 8,197 13.09%

Holding current value

$741,180

Previous $791,000 8.47%

% of portfolio

0.21%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$91.37 - $101.65 $98,040 - $109,070	-1,073 Reduced 13.09%	7,124 $724,000
Q2 2024 Aug 13, 2024	SELL	$87.24 - $97.37 $9,945 - $11,100	-114 Reduced 1.37%	8,197 $791,000
Q1 2024 May 14, 2024	SELL	$83.14 - $93.19 $4,489 - $5,032	-54 Reduced 0.65%	8,311 $774,000
Q4 2023 Feb 09, 2024	SELL	$71.95 - $85.41 $122,171 - $145,026	-1,698 Reduced 16.87%	8,365 $711,000
Q3 2023 Nov 08, 2023	BUY	$74.65 - $81.1 $25,828 - $28,060	346 Added 3.56%	10,063 $756,000
Q2 2023 Aug 02, 2023	BUY	$70.39 - $78.35 $2,815 - $3,134	40 Added 0.41%	9,717 $761,000
Q1 2023 May 16, 2023	BUY	$65.27 - $73.55 $65 - $73	1 Added 0.01%	9,677 $693,000
Q4 2022 Mar 15, 2023	BUY	$62.41 - $70.74 $603,879 - $684,480	9,676 New	9,676 $637 Million

Others Institutions Holding ESGV

# of Institutions

543

Shares Held

27.2M

Call Options Held

700

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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Milestone Investment Advisors LLC Vanguard World Fd Esg U.S. Sto Transaction History