Schmidt P J Investment Management Inc Vanguard World Fd Esg U.S. Sto Transaction History

Schmidt P J Investment Management Inc

  • $577 Million
  • Q3 2024

A detailed history of Schmidt P J Investment Management Inc transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 7,087 shares of ESGV stock, worth $755,119. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,087
Previous 6,790 4.37%
Holding current value
$755,119
Previous $656,000 9.76%
% of portfolio
0.12%
Previous 0.12%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$91.37 - $101.65 $27,136 - $30,190
297 Added 4.37%
7,087 $720,000
Q2 2024

Jul 29, 2024
SELL
$87.24 - $97.37 $18,058 - $20,155
-207 Reduced 2.96%
6,790 $656,000
Q1 2024

Apr 26, 2024
BUY
$83.14 - $93.19 $85,135 - $95,426
1,024 Added 17.14%
6,997 $652,000
Q4 2023

Jan 29, 2024
BUY
$71.95 - $85.41 $96,125 - $114,107
1,336 Added 28.81%
5,973 $508,000
Q3 2023

Oct 20, 2023
BUY
$74.65 - $81.1 $18,886 - $20,518
253 Added 5.77%
4,637 $348,000
Q2 2023

Jul 26, 2023
SELL
$70.39 - $78.35 $38,855 - $43,249
-552 Reduced 11.18%
4,384 $343,000
Q1 2023

Apr 28, 2023
BUY
$65.27 - $73.55 $107,695 - $121,357
1,650 Added 50.21%
4,936 $353,000
Q4 2022

Feb 01, 2023
BUY
$62.41 - $70.74 $4,805 - $5,446
77 Added 2.4%
3,286 $216,000
Q3 2022

Oct 24, 2022
BUY
$62.91 - $76.54 $201,878 - $245,616
3,209 New
3,209 $209,000

Others Institutions Holding ESGV

# of Institutions
545
Shares Held
27.3M
Call Options Held
700
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG U.S. STO

ESGV Quotes by TradingView
  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
Track This Portfolio

Track Schmidt P J Investment Management Inc Portfolio

Follow Schmidt P J Investment Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schmidt P J Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Schmidt P J Investment Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email