Pinnacle Wealth Management Advisory Group, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Pinnacle Wealth Management Advisory Group, LLC

  • $1.18 Billion
  • Q2 2025

A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 4,440 shares of ESGV stock, worth $526,184. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,440
Previous 4,536 2.12%
Holding current value
$526,184
Previous $444,000 9.46%
% of portfolio
0.04%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$86.93 - $109.64 $8,345 - $10,525
-96 Reduced 2.12%
4,440 $486,000
Q1 2025

May 07, 2025
BUY
$96.93 - $109.51 $53,117 - $60,011
548 Added 13.74%
4,536 $444,000
Q4 2024

Jan 30, 2025
BUY
$100.18 - $109.1 $8,715 - $9,491
87 Added 2.23%
3,988 $418,000
Q2 2024

Jul 25, 2024
BUY
$87.24 - $97.37 $15,441 - $17,234
177 Added 4.75%
3,901 $376,000
Q4 2023

Feb 06, 2024
BUY
$71.95 - $85.41 $7,195 - $8,541
100 Added 2.76%
3,724 $316,000
Q3 2023

Oct 25, 2023
BUY
$74.65 - $81.1 $2,911 - $3,162
39 Added 1.09%
3,624 $272,000
Q4 2022

Feb 06, 2023
SELL
$62.41 - $70.74 $7,801 - $8,842
-125 Reduced 3.37%
3,585 $236,000
Q3 2022

Nov 09, 2022
SELL
$62.91 - $76.54 $62,910 - $76,540
-1,000 Reduced 21.23%
3,710 $233,000
Q2 2022

Aug 01, 2022
BUY
$63.97 - $82.17 $3,198 - $4,108
50 Added 1.07%
4,710 $313,000
Q1 2022

May 05, 2022
BUY
$74.15 - $88.3 $117,527 - $139,955
1,585 Added 51.54%
4,660 $378,000
Q4 2021

Jan 20, 2022
BUY
$79.7 - $88.45 $245,077 - $271,983
3,075 New
3,075 $270,000

Others Institutions Holding ESGV

# of Institutions
673
Shares Held
30.8M
Call Options Held
0
Put Options Held
2.8K
View Full List

About VANGUARD WORLD FD ESG U.S. STO

ESGV Quotes by TradingView
  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
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