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

Moneta Group Investment Advisors LLC

  • $7.05 Billion
  • Q4 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 2,644 shares of ESGV stock, worth $273,442. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,644
Previous 2,809 5.87%
Holding current value
$273,442
Previous $285,000 2.81%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$100.18 - $109.1 $16,529 - $18,001
-165 Reduced 5.87%
2,644 $277,000
Q3 2024

Nov 12, 2024
BUY
$91.37 - $101.65 $3,380 - $3,761
37 Added 1.33%
2,809 $285,000
Q2 2024

Aug 13, 2024
SELL
$87.24 - $97.37 $20,239 - $22,589
-232 Reduced 7.72%
2,772 $267,000
Q1 2024

Aug 13, 2024
BUY
$83.14 - $93.19 $37,828 - $42,401
455 Added 17.85%
3,004 $279,000
Q4 2023

Feb 15, 2024
BUY
$71.95 - $85.41 $183,400 - $217,710
2,549 New
2,549 $216,000
Q2 2023

Aug 15, 2023
BUY
$70.39 - $78.35 $195,824 - $217,969
2,782 New
2,782 $217,000

Others Institutions Holding ESGV

# of Institutions
617
Shares Held
28.4M
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
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More about ESGV
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