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

Pinnacle Financial Group, LLC

$252 Million
Q3 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 4,272 shares of ESGV stock, worth $466,160. This represents 0.17% of its overall portfolio holdings.

Number of Shares

4,272

Previous 4,267 0.12%

Holding current value

$466,160

Previous $412,000 5.34%

% of portfolio

0.17%

Previous 0.18%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$91.37 - $101.65 $456 - $508	5 Added 0.12%	4,272 $434,000
Q2 2024 Aug 08, 2024	BUY	$87.24 - $97.37 $348 - $389	4 Added 0.09%	4,267 $412,000
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	$62.41 - $70.74 $3,682 - $4,173	59 Added 1.69%	3,560 $234,000
Q3 2022 Oct 27, 2022	BUY	$62.91 - $76.54 $9,876 - $12,016	157 Added 4.69%	3,501 $220,000
Q2 2022 Jul 19, 2022	SELL	$63.97 - $82.17 $61,283 - $78,718	-958 Reduced 22.27%	3,344 $222,000
Q1 2022 May 12, 2022	BUY	$74.15 - $88.3 $74 - $88	1 Added 0.02%	4,302 $349,000
Q4 2021 Feb 11, 2022	BUY	$79.7 - $88.45 $342,789 - $380,423	4,301 New	4,301 $378,000

Others Institutions Holding ESGV

# of Institutions

609

Shares Held

30.1M

Call Options Held

700

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