Strategic Point Investment Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Strategic Point Investment Advisors, LLC

  • $600 Million
  • Q1 2025

A detailed history of Strategic Point Investment Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Strategic Point Investment Advisors, LLC holds 16,560 shares of ESGV stock, worth $1.74 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
16,560
Previous 16,475 0.52%
Holding current value
$1.74 Million
Previous $1.73 Million 6.13%
% of portfolio
0.27%
Previous 0.28%

Shares

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

Apr 21, 2025
BUY
$96.93 - $109.51 $8,239 - $9,308
85 Added 0.52%
16,560 $1.62 Million
Q4 2024

Jan 23, 2025
BUY
$100.18 - $109.1 $32,558 - $35,457
325 Added 2.01%
16,475 $1.73 Million
Q2 2024

Aug 06, 2024
BUY
$87.24 - $97.37 $7,851 - $8,763
90 Added 0.56%
16,150 $1.56 Million
Q1 2024

May 14, 2024
SELL
$83.14 - $93.19 $4,988 - $5,591
-60 Reduced 0.37%
16,060 $1.5 Million
Q4 2023

Feb 08, 2024
BUY
$71.95 - $85.41 $42,450 - $50,391
590 Added 3.8%
16,120 $1.37 Million
Q3 2023

Nov 01, 2023
BUY
$74.65 - $81.1 $313,156 - $340,214
4,195 Added 37.01%
15,530 $1.17 Million
Q2 2023

Aug 14, 2023
BUY
$70.39 - $78.35 $3,871 - $4,309
55 Added 0.49%
11,335 $888,000
Q1 2023

Apr 28, 2023
BUY
$65.27 - $73.55 $11,422 - $12,871
175 Added 1.58%
11,280 $808,000
Q4 2022

Feb 01, 2023
BUY
$62.41 - $70.74 $6,241 - $7,073
100 Added 0.91%
11,105 $731,000
Q3 2022

Nov 02, 2022
BUY
$62.91 - $76.54 $40,576 - $49,368
645 Added 6.23%
11,005 $692,000
Q2 2022

Aug 12, 2022
BUY
$63.97 - $82.17 $94,675 - $121,611
1,480 Added 16.67%
10,360 $688,000
Q1 2022

May 11, 2022
BUY
$74.15 - $88.3 $80,452 - $95,805
1,085 Added 13.92%
8,880 $720,000
Q4 2021

Feb 08, 2022
BUY
$79.7 - $88.45 $68,143 - $75,624
855 Added 12.32%
7,795 $685,000
Q3 2021

Nov 12, 2021
BUY
$79.36 - $84.88 $15,475 - $16,551
195 Added 2.89%
6,940 $556,000
Q2 2021

Jul 19, 2021
BUY
$74.71 - $80.04 $8,965 - $9,604
120 Added 1.81%
6,745 $539,000
Q1 2021

May 11, 2021
BUY
$69.3 - $74.47 $49,896 - $53,618
720 Added 12.19%
6,625 $489,000
Q4 2020

Feb 03, 2021
BUY
$60.54 - $70.17 $357,488 - $414,353
5,905 New
5,905 $420,000

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
Track This Portfolio

Track Strategic Point Investment Advisors, LLC Portfolio

Follow Strategic Point Investment Advisors, LLC 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 Strategic Point Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Point Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email