Towerpoint Wealth, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Towerpoint Wealth, LLC

$198 Million
Q1 2025

A detailed history of Towerpoint Wealth, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 5,517 shares of ESGV stock, worth $534,542. This represents 0.27% of its overall portfolio holdings.

Number of Shares

5,517

Previous 3,139 75.76%

Holding current value

$534,542

Previous $329,000 63.22%

% of portfolio

0.27%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$96.93 - $109.51 $230,499 - $260,414	2,378 Added 75.76%	5,517 $537,000
Q4 2024 Jan 14, 2025	BUY	$100.18 - $109.1 $76,136 - $82,916	760 Added 31.95%	3,139 $329,000
Q3 2024 Oct 09, 2024	SELL	$91.37 - $101.65 $17,817 - $19,821	-195 Reduced 7.58%	2,379 $241,000
Q2 2024 Jul 12, 2024	BUY	$87.24 - $97.37 $436 - $486	5 Added 0.19%	2,574 $248,000
Q1 2024 Apr 15, 2024	SELL	$83.14 - $93.19 $39,408 - $44,172	-474 Reduced 15.58%	2,569 $239,000
Q4 2023 Jan 23, 2024	BUY	$71.95 - $85.41 $503 - $597	7 Added 0.23%	3,043 $258,000
Q3 2023 Oct 10, 2023	BUY	$74.65 - $81.1 $226,637 - $246,219	3,036 New	3,036 $228,000

Others Institutions Holding ESGV

# of Institutions

621

Shares Held

30.2M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
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Towerpoint Wealth, LLC Vanguard World Fd Esg U.S. Sto Transaction History