New England Private Wealth Advisors LLC Vanguard World Fd Esg U.S. Sto Transaction History

New England Private Wealth Advisors LLC

$617 Million
Q4 2024

A detailed history of New England Private Wealth Advisors LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 2,964 shares of ESGV stock, worth $294,621. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,964

Previous 2,956 0.27%

Holding current value

$294,621

Previous $300,000 3.33%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$100.18 - $109.1 $801 - $872	8 Added 0.27%	2,964 $310,000
Q3 2024 Nov 07, 2024	BUY	$91.37 - $101.65 $730 - $813	8 Added 0.27%	2,956 $300,000
Q2 2024 Aug 07, 2024	BUY	$87.24 - $97.37 $257,183 - $287,046	2,948 New	2,948 $284,000
Q4 2021 Feb 08, 2022	SELL	$79.7 - $88.45 $395,152 - $438,535	-4,958 Closed	0 $0
Q3 2021 Nov 02, 2021	SELL	$79.36 - $84.88 $79 - $84	-1 Reduced 0.02%	4,958 $397,000
Q1 2020 May 08, 2020	BUY	$39.72 - $60.05 $158 - $240	4 Added 0.08%	4,959 $227,000
Q4 2019 Feb 11, 2020	BUY	$50.36 - $56.77 $201 - $227	4 Added 0.08%	4,955 $280,000
Q3 2019 Nov 14, 2019	BUY	$51.55 - $52.75 $19,795 - $20,256	384 Added 8.41%	4,951 $258,000
Q2 2019 Aug 08, 2019	BUY	N/A	4,567 New	4,567 $234,000

Others Institutions Holding ESGV

# of Institutions

620

Shares Held

28.6M

Call Options Held

Put Options Held

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

More about ESGV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of New England Private Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New England Private Wealth Advisors LLC with notifications on news.

Account

New England Private Wealth Advisors LLC Vanguard World Fd Esg U.S. Sto Transaction History