Olio Financial Planning Vanguard World Fd Esg U S Corp Transaction History

Olio Financial Planning

$267 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 21, 2022	SELL	$66.76 - $72.88 $184,724 - $201,658	-2,767 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$72.79 - $74.53 $201,409 - $206,224	2,767 New	2,767 $203,000

Others Institutions Holding VCEB

# of Institutions

86

Shares Held

3.66M

Call Options Held

0

Put Options Held

0

Vanguard Group Inc Valley Forge, PA

1.09M
Shares

$68.5 Million
0.0% of portfolio
Banco Bilbao Vizcaya Argentaria, S.A.

332K
Shares

$20.9 Million
0.25% of portfolio
Truist Financial Corp

236K
Shares

$14.9 Million
0.02% of portfolio
Envestnet Asset Management Inc

222K
Shares

$14 Million
0.0% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

193K
Shares

$12.2 Million
0.64% of portfolio

About VANGUARD WORLD FD ESG U S CORP

Ticker VCEB
Sector ETFs
Industry ETFs

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