A detailed history of Steward Partners Investment Advisory, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 7,227 shares of ESGV stock, worth $767,073. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,227
Previous 4,206 71.83%
Holding current value
$767,073
Previous $406,000 80.79%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$91.37 - $101.65 $276,028 - $307,084
3,021 Added 71.83%
7,227 $734,000
Q2 2024

Aug 08, 2024

BUY
$87.24 - $97.37 $47,545 - $53,066
545 Added 14.89%
4,206 $406,000
Q1 2024

May 15, 2024

BUY
$83.14 - $93.19 $166 - $186
2 Added 0.05%
3,661 $341,000
Q4 2023

Feb 12, 2024

SELL
$71.95 - $85.41 $9,425 - $11,188
-131 Reduced 3.46%
3,659 $311,000
Q3 2023

Nov 13, 2023

BUY
$74.65 - $81.1 $223 - $243
3 Added 0.08%
3,790 $285,000
Q2 2023

Aug 14, 2023

BUY
$70.39 - $78.35 $6,968 - $7,756
99 Added 2.68%
3,787 $296,000
Q1 2023

May 15, 2023

BUY
$65.27 - $73.55 $130 - $147
2 Added 0.05%
3,688 $264,000
Q4 2022

Feb 15, 2023

SELL
$62.41 - $70.74 $419,207 - $475,160
-6,717 Reduced 64.57%
3,686 $242,000
Q3 2022

Nov 10, 2022

BUY
$62.91 - $76.54 $422,943 - $514,578
6,723 Added 182.69%
10,403 $654,000
Q2 2022

Aug 04, 2022

BUY
$63.97 - $82.17 $1,471 - $1,889
23 Added 0.63%
3,680 $244,000
Q1 2022

May 02, 2022

BUY
$74.15 - $88.3 $32,922 - $39,205
444 Added 13.82%
3,657 $296,000
Q4 2021

Feb 08, 2022

BUY
$79.7 - $88.45 $159 - $176
2 Added 0.06%
3,213 $282,000
Q3 2021

Nov 12, 2021

BUY
$79.36 - $84.88 $39,124 - $41,845
493 Added 18.14%
3,211 $257,000
Q2 2021

Aug 13, 2021

SELL
$74.71 - $80.04 $234,141 - $250,845
-3,134 Reduced 53.55%
2,718 $217,000
Q1 2021

May 14, 2021

BUY
$69.3 - $74.47 $239,708 - $257,591
3,459 Added 144.55%
5,852 $0
Q4 2020

Feb 11, 2021

BUY
$60.54 - $70.17 $16,709 - $19,366
276 Added 13.04%
2,393 $168,000
Q3 2020

Oct 30, 2020

SELL
$56.71 - $65.92 $2.04 Million - $2.37 Million
-35,981 Reduced 94.44%
2,117 $131,000
Q2 2020

Aug 06, 2020

BUY
$43.65 - $58.01 $1.66 Million - $2.21 Million
38,098 New
38,098 $2.15 Million

Others Institutions Holding ESGV

About VANGUARD WORLD FD ESG U.S. STO


  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
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