Principle Wealth Partners LLC Vanguard World Fd Esg U.S. Sto Transaction History

Principle Wealth Partners LLC

  • $1.3 Billion
  • Q1 2025

A detailed history of Principle Wealth Partners LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Principle Wealth Partners LLC holds 3,349 shares of ESGV stock, worth $368,021. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,349
Previous 3,349 -0.0%
Holding current value
$368,021
Previous $351,000 6.55%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$83.14 - $93.19 $7,898 - $8,853
95 Added 2.92%
3,349 $312,000
Q3 2023

Nov 01, 2023
SELL
$74.65 - $81.1 $19,483 - $21,167
-261 Reduced 7.43%
3,254 $244,000
Q1 2023

May 10, 2023
BUY
$65.27 - $73.55 $6,527 - $7,355
100 Added 2.93%
3,515 $252,000
Q4 2022

Feb 02, 2023
SELL
$62.41 - $70.74 $10,984 - $12,450
-176 Reduced 4.9%
3,415 $224,000
Q3 2022

Nov 14, 2022
SELL
$62.91 - $76.54 $34,537 - $42,020
-549 Reduced 13.26%
3,591 $226,000
Q2 2022

Aug 02, 2022
SELL
$63.97 - $82.17 $445,678 - $572,478
-6,967 Reduced 62.73%
4,140 $275,000
Q1 2022

May 12, 2022
BUY
$74.15 - $88.3 $99,064 - $117,968
1,336 Added 13.67%
11,107 $901,000
Q4 2021

Feb 11, 2022
BUY
$79.7 - $88.45 $56,029 - $62,180
703 Added 7.75%
9,771 $859,000
Q3 2021

Nov 16, 2021
BUY
$79.36 - $84.88 $38,727 - $41,421
488 Added 5.69%
9,068 $726,000
Q2 2021

Aug 13, 2021
BUY
$74.71 - $80.04 $114,082 - $122,221
1,527 Added 21.65%
8,580 $686,000
Q1 2021

May 18, 2021
BUY
$69.3 - $74.47 $488,772 - $525,236
7,053 New
7,053 $520,000
Q3 2020

Nov 16, 2020
SELL
$56.71 - $65.92 $129,865 - $150,956
-2,290 Closed
0 $0
Q2 2020

Aug 14, 2020
BUY
$43.65 - $58.01 $99,958 - $132,842
2,290 New
2,290 $129,000

Others Institutions Holding ESGV

# of Institutions
634
Shares Held
30.7M
Call Options Held
0
Put Options Held
3.17K
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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