Perigon Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Perigon Wealth Management, LLC

$3.82 Billion
Q1 2025

A detailed history of Perigon Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 16,954 shares of ESGV stock, worth $1.85 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

16,954

Previous 18,147 6.57%

Holding current value

$1.85 Million

Previous $1.9 Million 12.77%

% of portfolio

0.04%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$96.93 - $109.51 $115,637 - $130,645	-1,193 Reduced 6.57%	16,954 $1.66 Million
Q4 2024 Jan 22, 2025	BUY	$100.18 - $109.1 $8,715 - $9,491	87 Added 0.48%	18,147 $1.9 Million
Q3 2024 Oct 16, 2024	BUY	$91.37 - $101.65 $1.65 Million - $1.84 Million	18,060 New	18,060 $1.84 Million
Q4 2023 Jan 29, 2024	BUY	$71.95 - $85.41 $66,913 - $79,431	930 Added 6.09%	16,202 $1.38 Million
Q3 2023 Oct 30, 2023	SELL	$74.65 - $81.1 $56,659 - $61,554	-759 Reduced 4.73%	15,272 $1.15 Million
Q2 2023 Aug 02, 2023	BUY	$70.39 - $78.35 $1.13 Million - $1.26 Million	16,031 New	16,031 $1.26 Million

Others Institutions Holding ESGV

# of Institutions

633

Shares Held

30.6M

Call Options Held

Put Options Held

3.17K

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

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Perigon Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History