Sound View Wealth Advisors Group, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Sound View Wealth Advisors Group, LLC

  • $1.2 Billion
  • Q1 2025

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 2,651 shares of ESGV stock, worth $276,101. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,651
Previous 3,230 17.93%
Holding current value
$276,101
Previous $338,000 23.37%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$96.93 - $109.51 $56,122 - $63,406
-579 Reduced 17.93%
2,651 $259,000
Q4 2024

Feb 07, 2025
BUY
$100.18 - $109.1 $2,704 - $2,945
27 Added 0.84%
3,230 $338,000
Q3 2024

Nov 12, 2024
BUY
$91.37 - $101.65 $292,658 - $325,584
3,203 New
3,203 $325,000

Others Institutions Holding ESGV

# of Institutions
633
Shares Held
30.6M
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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