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

Towerpoint Wealth, LLC

  • $209 Million
  • Q3 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 2,379 shares of ESGV stock, worth $250,009. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,379
Previous 2,574 7.58%
Holding current value
$250,009
Previous $248,000 2.82%
% of portfolio
0.12%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
545
Shares Held
27.3M
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
Track This Portfolio

Track Towerpoint Wealth, LLC Portfolio

Follow Towerpoint Wealth, 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 Towerpoint Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Towerpoint Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email