Pds Planning, Inc Vanguard World Fd Esg U.S. Sto Transaction History

Pds Planning, Inc

$1.17 Billion
Q1 2025

A detailed history of Pds Planning, Inc transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Pds Planning, Inc holds 4,958 shares of ESGV stock, worth $520,738. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,958

Previous 4,712 5.22%

Holding current value

$520,738

Previous $494,000 1.82%

% of portfolio

0.04%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$96.93 - $109.51 $23,844 - $26,939	246 Added 5.22%	4,958 $485,000
Q4 2024 Feb 10, 2025	BUY	$100.18 - $109.1 $9,116 - $9,928	91 Added 1.97%	4,712 $494,000
Q3 2024 Oct 29, 2024	BUY	$91.37 - $101.65 $30,974 - $34,459	339 Added 7.92%	4,621 $469,000
Q2 2024 Aug 07, 2024	SELL	$87.24 - $97.37 $610 - $681	-7 Reduced 0.16%	4,282 $413,000
Q1 2024 May 01, 2024	SELL	$83.14 - $93.19 $231,295 - $259,254	-2,782 Reduced 39.34%	4,289 $399,000
Q4 2023 Feb 01, 2024	BUY	$71.95 - $85.41 $217,504 - $258,194	3,023 Added 74.68%	7,071 $601,000
Q3 2023 Oct 20, 2023	BUY	$74.65 - $81.1 $597 - $648	8 Added 0.2%	4,048 $304,000
Q2 2023 Jul 20, 2023	BUY	$70.39 - $78.35 $7,602 - $8,461	108 Added 2.75%	4,040 $316,000
Q1 2023 May 01, 2023	BUY	$65.27 - $73.55 $261 - $294	4 Added 0.1%	3,932 $281,000
Q4 2022 Jan 26, 2023	BUY	$62.41 - $70.74 $10,048 - $11,389	161 Added 4.27%	3,928 $0
Q3 2022 Nov 02, 2022	BUY	$62.91 - $76.54 $236,981 - $288,326	3,767 New	3,767 $237,000

Others Institutions Holding ESGV

# of Institutions

633

Shares Held

30.6M

Call Options Held

Put Options Held

3.17K

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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