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

Towerpoint Wealth, LLC

  • $201 Million
  • Q4 2024

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 3,139 shares of ESGV stock, worth $341,742. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,139
Previous 2,379 31.95%
Holding current value
$341,742
Previous $241,000 36.51%
% of portfolio
0.16%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
569
Shares Held
27.2M
Call Options Held
700
Put Options Held
0
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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