Sterling Wealth Management, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Sterling Wealth Management, Inc.

$271 Billion
Q4 2024

A detailed history of Sterling Wealth Management, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 4,594 shares of ESGV stock, worth $518,984. This represents 0.18% of its overall portfolio holdings.

Number of Shares

4,594

Previous 4,587 0.15%

Holding current value

$518,984

Previous $466 Million 3.35%

% of portfolio

0.18%

Previous 0.17%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$100.18 - $109.1 $701 - $763	7 Added 0.15%	4,594 $482 Million
Q3 2024 Nov 14, 2024	BUY	$91.37 - $101.65 $639 - $711	7 Added 0.15%	4,587 $466 Million
Q2 2024 Aug 14, 2024	BUY	$87.24 - $97.37 $785 - $876	9 Added 0.2%	4,580 $442 Million
Q1 2024 May 15, 2024	BUY	$83.14 - $93.19 $498 - $559	6 Added 0.13%	4,571 $426 Million
Q4 2023 Feb 14, 2024	BUY	$71.95 - $85.41 $328,451 - $389,896	4,565 New	4,565 $388 Million

Others Institutions Holding ESGV

# of Institutions

668

Shares Held

31M

Call Options Held

Put Options Held

2.8K

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

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Sterling Wealth Management, Inc. Vanguard World Fd Esg U.S. Sto Transaction History