Sage View Advisory Group, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Sage View Advisory Group, LLC

$1.97 Trillion
Q3 2024

A detailed history of Sage View Advisory Group, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 137,322 shares of ESGV stock, worth $14.7 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

137,322

Previous 160,850 14.63%

Holding current value

$14.7 Million

Previous $15.5 Billion 10.18%

% of portfolio

0.71%

Previous 0.72%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$91.37 - $101.65 $2.15 Million - $2.39 Million	-23,528 Reduced 14.63%	137,322 $14 Billion
Q2 2024 Aug 14, 2024	BUY	$87.24 - $97.37 $9.52 Million - $10.6 Million	109,101 Added 210.83%	160,850 $15.5 Billion
Q1 2024 May 08, 2024	SELL	$83.14 - $93.19 $5.7 Million - $6.39 Million	-68,531 Reduced 56.98%	51,749 $2.6 Billion
Q4 2023 Feb 09, 2024	BUY	$71.95 - $85.41 $8.65 Million - $10.3 Million	120,280 New	120,280 $10.6 Billion

Others Institutions Holding ESGV

# of Institutions

553

Shares Held

27.2M

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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Sage View Advisory Group, LLC Vanguard World Fd Esg U.S. Sto Transaction History