A detailed history of Phoenix Wealth Advisors transactions in Engine No 1 ETF Tr stock. As of the latest transaction made, Phoenix Wealth Advisors holds 50,684 shares of VOTE stock, worth $3.6 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares
50,684
Previous 52,583 3.61%
Holding current value
$3.6 Million
Previous $3.34 Million 1.62%
% of portfolio
1.58%
Previous 1.68%

Shares

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

Nov 08, 2024

SELL
$60.37 - $67.04 $114,642 - $127,308
-1,899 Reduced 3.61%
50,684 $3.4 Million
Q2 2024

Jul 17, 2024

SELL
$57.88 - $64.09 $65,578 - $72,613
-1,133 Reduced 2.11%
52,583 $3.34 Million
Q1 2024

Apr 26, 2024

SELL
$54.6 - $61.25 $36,527 - $40,976
-669 Reduced 1.23%
53,716 $3.29 Million
Q4 2023

Jan 30, 2024

BUY
$47.88 - $55.73 $1.15 Million - $1.33 Million
23,917 Added 78.5%
54,385 $3.02 Million
Q3 2023

Nov 06, 2023

SELL
$49.65 - $53.26 $17,725 - $19,013
-357 Reduced 1.16%
30,468 $1.52 Million
Q2 2023

Jul 13, 2023

SELL
$46.97 - $51.6 $30,483 - $33,488
-649 Reduced 2.06%
30,825 $1.59 Million
Q1 2023

May 05, 2023

BUY
$43.88 - $48.38 $26,064 - $28,737
594 Added 1.92%
31,474 $1.5 Million
Q4 2022

Feb 06, 2023

SELL
$41.43 - $47.25 $126,154 - $143,876
-3,045 Reduced 8.98%
30,880 $1.37 Million
Q3 2022

Nov 07, 2022

SELL
$41.59 - $50.04 $64,381 - $77,461
-1,548 Reduced 4.36%
33,925 $1.41 Million
Q2 2022

Aug 01, 2022

BUY
$42.51 - $53.52 $13,433 - $16,912
316 Added 0.9%
35,473 $1.55 Million
Q1 2022

May 02, 2022

BUY
$48.58 - $56.22 $292,548 - $338,556
6,022 Added 20.67%
35,157 $1.84 Million
Q4 2021

Feb 11, 2022

BUY
$50.81 - $56.33 $1.47 Million - $1.62 Million
28,835 Added 9611.67%
29,135 $1.63 Million
Q3 2021

Nov 15, 2021

BUY
$50.54 - $53.87 $15,162 - $16,161
300 New
300 $15,000

Others Institutions Holding VOTE

About ENGINE NO 1 ETF TR


  • Ticker VOTE
  • Sector ETFs
  • Industry ETFs
More about VOTE
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