Platt Investment Counsel, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Platt Investment Counsel, LLC

$104 Million
Q4 2024

A detailed history of Platt Investment Counsel, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Platt Investment Counsel, LLC holds 379,168 shares of ESGV stock, worth $38.6 Million. This represents 38.07% of its overall portfolio holdings.

Number of Shares

379,168

Previous 411,198 7.79%

Holding current value

$38.6 Million

Previous $41.8 Million 4.85%

% of portfolio

38.07%

Previous 37.21%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$100.18 - $109.1 $3.21 Million - $3.49 Million	-32,030 Reduced 7.79%	379,168 $39.8 Million
Q3 2024 Oct 24, 2024	BUY	$91.37 - $101.65 $434,647 - $483,549	4,757 Added 1.17%	411,198 $41.8 Million
Q2 2024 Jul 16, 2024	BUY	$87.24 - $97.37 $961,559 - $1.07 Million	11,022 Added 2.79%	406,441 $39.3 Million
Q1 2024 Apr 19, 2024	SELL	$83.14 - $93.19 $622,302 - $697,527	-7,485 Reduced 1.86%	395,419 $36.8 Million
Q4 2023 Jan 09, 2024	BUY	$71.95 - $85.41 $2.45 Million - $2.91 Million	34,109 Added 9.25%	402,904 $34.3 Million
Q3 2023 Oct 10, 2023	SELL	$74.65 - $81.1 $227,010 - $246,625	-3,041 Reduced 0.82%	368,795 $27.7 Million
Q2 2023 Jul 13, 2023	BUY	$70.39 - $78.35 $3.79 Million - $4.22 Million	53,836 Added 16.93%	371,836 $29.1 Million
Q1 2023 Apr 06, 2023	SELL	$65.27 - $73.55 $163,892 - $184,684	-2,511 Reduced 0.78%	318,000 $22.8 Million
Q4 2022 Jan 17, 2023	BUY	$62.41 - $70.74 $54,920 - $62,251	880 Added 0.28%	320,511 $0
Q3 2022 Oct 12, 2022	BUY	$62.91 - $76.54 $1.68 Million - $2.04 Million	26,658 Added 9.1%	319,631 $20.1 Million
Q2 2022 Jul 11, 2022	BUY	$63.97 - $82.17 $2.41 Million - $3.1 Million	37,740 Added 14.79%	292,973 $19.5 Million
Q1 2022 Apr 18, 2022	BUY	$74.15 - $88.3 $1.76 Million - $2.09 Million	23,684 Added 10.23%	255,233 $20.7 Million
Q4 2021 Jan 13, 2022	BUY	$79.7 - $88.45 $175,499 - $194,766	2,202 Added 0.96%	231,549 $20.4 Million
Q3 2021 Oct 08, 2021	BUY	$79.36 - $84.88 $4,682 - $5,007	59 Added 0.03%	229,347 $18.4 Million
Q2 2021 Jul 14, 2021	BUY	$74.71 - $80.04 $206,124 - $220,830	2,759 Added 1.22%	229,288 $18.3 Million
Q1 2021 May 12, 2021	BUY	$69.3 - $74.47 $3.57 Million - $3.84 Million	51,511 Added 29.43%	226,529 $16.7 Million
Q4 2020 May 05, 2021	BUY	$60.54 - $70.17 $10.6 Million - $12.3 Million	175,018 New	175,018 $12.3 Million

Others Institutions Holding ESGV

# of Institutions

618

Shares Held

28.4M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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Platt Investment Counsel, LLC Vanguard World Fd Esg U.S. Sto Transaction History