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

Valeo Financial Advisors, LLC

  • $3.34 Billion
  • Q1 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 7,556 shares of ESGV stock, worth $730,060. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,556
Previous 7,556 -0.0%
Holding current value
$730,060
Previous $704,000 -0.0%
% of portfolio
0.02%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
BUY
$83.14 - $93.19 $748 - $838
9 Added 0.12%
7,556 $704,000
Q4 2023

Jan 29, 2024
SELL
$71.95 - $85.41 $9,569 - $11,359
-133 Reduced 1.73%
7,547 $641,000
Q3 2023

Oct 19, 2023
SELL
$74.65 - $81.1 $32,547 - $35,359
-436 Reduced 5.37%
7,680 $577,000
Q2 2023

Jul 14, 2023
BUY
$70.39 - $78.35 $49,554 - $55,158
704 Added 9.5%
8,116 $635,000
Q1 2023

Apr 17, 2023
SELL
$65.27 - $73.55 $261,536 - $294,714
-4,007 Reduced 35.09%
7,412 $531,000
Q4 2022

Feb 09, 2023
BUY
$63.97 - $70.74 $435,891 - $482,022
6,814 Added 147.97%
11,419 $752,000
Q4 2020

Feb 11, 2021
SELL
N/A
-422 Reduced 8.39%
4,605 $323,000
Q1 2020

Apr 13, 2020
BUY
N/A
1,100 Added 28.01%
5,027 $248,000
Q3 2019

Oct 15, 2019
BUY
N/A
779 Added 24.75%
3,927 $204,000
Q2 2019

Jul 10, 2019
BUY
N/A
1,080 Added 52.22%
3,148 $161,000
Q1 2019

Apr 12, 2019
BUY
N/A
2,068 New
2,068 $101,000

Others Institutions Holding ESGV

# of Institutions
501
Shares Held
29.2M
Call Options Held
0
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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