Pinnacle Financial Group, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Pinnacle Financial Group, LLC

$226 Million
Q1 2024

A detailed history of Pinnacle Financial Group, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Pinnacle Financial Group, LLC holds 4,263 shares of ESGV stock, worth $417,646. This represents 0.18% of its overall portfolio holdings.

Number of Shares

4,263

Previous 4,532 5.94%

Holding current value

$417,646

Previous $385,000 3.12%

% of portfolio

0.18%

Previous 0.2%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$83.14 - $93.19 $22,364 - $25,068	-269 Reduced 5.94%	4,263 $397,000
Q4 2023 Feb 13, 2024	BUY	$71.95 - $85.41 $215 - $256	3 Added 0.07%	4,532 $385,000
Q3 2023 Nov 13, 2023	BUY	$74.65 - $81.1 $149 - $162	2 Added 0.04%	4,529 $340,000
Q2 2023 Jul 18, 2023	BUY	$70.39 - $78.35 $67,715 - $75,372	962 Added 26.98%	4,527 $354,000
Q1 2023 May 11, 2023	BUY	$65.27 - $73.55 $326 - $367	5 Added 0.14%	3,565 $255,000

Q4 2022 Feb 09, 2023	BUY	$63.97 - $70.74 $3,774 - $4,173	59 Added 1.69%	3,560 $234,000
Q3 2022 Oct 27, 2022	BUY	N/A	157 Added 4.69%	3,501 $220,000
Q2 2022 Jul 19, 2022	SELL	N/A	-958 Reduced 22.27%	3,344 $222,000
Q1 2022 May 12, 2022	BUY	N/A	1 Added 0.02%	4,302 $349,000
Q4 2021 Feb 11, 2022	BUY	N/A	4,301 New	4,301 $378,000

Others Institutions Holding ESGV

# of Institutions

502

Shares Held

29.2M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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Pinnacle Financial Group, LLC Vanguard World Fd Esg U.S. Sto Transaction History