Morling Financial Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Morling Financial Advisors, LLC

  • $270 Million
  • Q4 2024

A detailed history of Morling Financial Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 1,524 shares of ESGV stock, worth $150,235. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,524
Previous 1,524 -0.0%
Holding current value
$150,235
Previous $154,000 3.25%
% of portfolio
0.06%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$91.37 - $101.65 $139,247 - $154,914
1,524 New
1,524 $154,000
Q1 2023

May 02, 2023
SELL
$65.27 - $73.55 $13,837 - $15,592
-212 Reduced 7.24%
2,716 $194,000
Q4 2022

Feb 03, 2023
BUY
$62.41 - $70.74 $182,736 - $207,126
2,928 New
2,928 $192,000

Others Institutions Holding ESGV

# of Institutions
620
Shares Held
28.6M
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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