Sonoma Private Wealth LLC Vanguard World Fd Esg U.S. Sto Transaction History

Sonoma Private Wealth LLC

  • $62.2 Billion
  • Q1 2024

A detailed history of Sonoma Private Wealth LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 2,970 shares of ESGV stock, worth $287,258. This represents 0.45% of its overall portfolio holdings.

Number of Shares
2,970
Previous 2,911 2.03%
Holding current value
$287,258
Previous $248 Million 11.78%
% of portfolio
0.45%
Previous 0.41%

Shares

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

May 09, 2024
BUY
$83.14 - $93.19 $4,905 - $5,498
59 Added 2.03%
2,970 $277 Million
Q4 2023

Feb 12, 2024
SELL
$71.95 - $85.41 $6,907 - $8,199
-96 Reduced 3.19%
2,911 $248 Million
Q2 2023

Aug 14, 2023
BUY
$70.39 - $78.35 $4,364 - $4,857
62 Added 2.11%
3,007 $236 Million
Q1 2023

May 10, 2023
BUY
$65.27 - $73.55 $192,220 - $216,604
2,945 New
2,945 $211 Million

Others Institutions Holding ESGV

# of Institutions
504
Shares Held
29.3M
Call Options Held
0
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
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