Tpg Financial Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Tpg Financial Advisors, LLC

$230 Million
Q4 2024

A detailed history of Tpg Financial Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Tpg Financial Advisors, LLC holds 4,787 shares of ESGV stock, worth $464,003. This represents 0.22% of its overall portfolio holdings.

Number of Shares

4,787

Previous 4,437 7.89%

Holding current value

$464,003

Previous $451,000 11.31%

% of portfolio

0.22%

Previous 0.2%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$100.18 - $109.1 $35,063 - $38,185	350 Added 7.89%	4,787 $502,000
Q3 2024 Oct 16, 2024	BUY	$91.37 - $101.65 $16,355 - $18,195	179 Added 4.2%	4,437 $451,000
Q2 2024 Oct 16, 2024	SELL	$87.24 - $97.37 $80,173 - $89,483	-919 Reduced 17.75%	4,258 $411,000
Q4 2023 Jan 09, 2024	SELL	$71.95 - $85.41 $46,839 - $55,601	-651 Reduced 11.17%	5,177 $440,000
Q3 2023 Oct 17, 2023	BUY	$74.65 - $81.1 $435,060 - $472,650	5,828 New	5,828 $438,000

Others Institutions Holding ESGV

# of Institutions

619

Shares Held

28.6M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

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Tpg Financial Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History