United Capital Financial Advisers, LLC Vanguard World Fd Esg U.S. Sto Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 6,999 shares of ESGV stock, worth $735,524. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,999
Previous 8,236 15.02%
Holding current value
$735,524
Previous $795,000 10.57%
% of portfolio
0.0%
Previous 0.01%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$91.37 - $101.65 $113,024 - $125,741
-1,237 Reduced 15.02%
6,999 $711,000
Q2 2024

Aug 14, 2024
BUY
$87.24 - $97.37 $8,724 - $9,737
100 Added 1.23%
8,236 $795,000
Q1 2024

May 15, 2024
SELL
$83.14 - $93.19 $66,428 - $74,458
-799 Reduced 8.94%
8,136 $758,000
Q4 2023

Feb 14, 2024
SELL
$71.95 - $85.41 $5,684 - $6,747
-79 Reduced 0.88%
8,935 $760,000
Q3 2023

Nov 14, 2023
SELL
$74.65 - $81.1 $113,318 - $123,109
-1,518 Reduced 14.41%
9,014 $678,000
Q2 2023

Aug 14, 2023
SELL
$70.39 - $78.35 $1.02 Million - $1.13 Million
-14,462 Reduced 57.86%
10,532 $825,000
Q1 2023

Aug 14, 2023
BUY
$65.27 - $73.55 $943,934 - $1.06 Million
14,462 Added 137.31%
24,994 $1.79 Million
Q1 2023

May 15, 2023
BUY
$65.27 - $73.55 $1,762 - $1,985
27 Added 0.11%
24,994 $1.79 Million
Q4 2022

Feb 14, 2023
BUY
$62.41 - $70.74 $62,347 - $70,669
999 Added 4.17%
24,967 $1.64 Million
Q3 2022

Nov 14, 2022
BUY
$62.91 - $76.54 $147,398 - $179,333
2,343 Added 10.83%
23,968 $1.51 Million
Q2 2022

Aug 11, 2022
BUY
$63.97 - $82.17 $56,869 - $73,049
889 Added 4.29%
21,625 $1.44 Million
Q1 2022

May 16, 2022
BUY
$74.15 - $88.3 $13,050 - $15,540
176 Added 0.86%
20,736 $1.68 Million
Q4 2021

Feb 14, 2022
SELL
$79.7 - $88.45 $102,414 - $113,658
-1,285 Reduced 5.88%
20,560 $1.81 Million
Q3 2021

Nov 15, 2021
BUY
$79.36 - $84.88 $238,397 - $254,979
3,004 Added 15.94%
21,845 $1.75 Million
Q2 2021

Aug 13, 2021
SELL
$74.71 - $80.04 $53,791 - $57,628
-720 Reduced 3.68%
18,841 $1.51 Million
Q1 2021

May 14, 2021
BUY
$69.3 - $74.47 $182,259 - $195,856
2,630 Added 15.53%
19,561 $1.44 Million
Q4 2020

Feb 17, 2021
BUY
$60.54 - $70.17 $33,297 - $38,593
550 Added 3.36%
16,931 $1.19 Million
Q3 2020

Nov 13, 2020
BUY
$56.71 - $65.92 $12,306 - $14,304
217 Added 1.34%
16,381 $1.01 Million
Q2 2020

Aug 13, 2020
BUY
$43.65 - $58.01 $76,649 - $101,865
1,756 Added 12.19%
16,164 $911,000
Q1 2020

May 15, 2020
BUY
$39.72 - $60.05 $100,134 - $151,386
2,521 Added 21.21%
14,408 $660,000
Q4 2019

Feb 14, 2020
BUY
$50.36 - $56.77 $91,353 - $102,980
1,814 Added 18.01%
11,887 $672,000
Q3 2019

Nov 14, 2019
BUY
$51.55 - $52.75 $519,263 - $531,350
10,073 New
10,073 $523,000

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

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  • Ticker ESGV
  • Sector ETFs
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