Veritable, L.P. Vanguard World Fd Esg U.S. Sto Transaction History

Veritable, L.P.

$0
Q3 2023

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	SELL	$70.39 - $78.35 $7,039 - $7,834	-100 Reduced 0.18%	54,663 $4.28 Million
Q1 2023 May 12, 2023	BUY	$65.27 - $73.55 $65 - $73	1 Added 0.0%	54,763 $3.93 Million
Q4 2022 Feb 14, 2023	BUY	$62.41 - $70.74 $1.38 Million - $1.56 Million	22,033 Added 67.32%	54,762 $3.61 Million
Q3 2022 Nov 14, 2022	BUY	$62.91 - $76.54 $853,311 - $1.04 Million	13,564 Added 70.77%	32,729 $2.06 Million
Q2 2022 Aug 15, 2022	SELL	$63.97 - $82.17 $426,296 - $547,580	-6,664 Reduced 25.8%	19,165 $1.27 Million
Q1 2022 May 11, 2022	BUY	$74.15 - $88.3 $22,541 - $26,843	304 Added 1.19%	25,829 $2.09 Million
Q4 2021 Feb 14, 2022	BUY	$79.7 - $88.45 $626,442 - $695,217	7,860 Added 44.49%	25,525 $2.24 Million
Q3 2021 Nov 15, 2021	SELL	$79.36 - $84.88 $798,679 - $854,232	-10,064 Reduced 36.29%	17,665 $1.41 Million
Q2 2021 Aug 16, 2021	SELL	$74.71 - $80.04 $83,152 - $89,084	-1,113 Reduced 3.86%	27,729 $2.22 Million
Q1 2021 May 17, 2021	BUY	$69.3 - $74.47 $246,500 - $264,889	3,557 Added 14.07%	28,842 $2.13 Million
Q4 2020 Feb 11, 2021	BUY	$60.54 - $70.17 $184,949 - $214,369	3,055 Added 13.74%	25,285 $1.77 Million
Q2 2020 Aug 14, 2020	SELL	$43.65 - $58.01 $65,693 - $87,305	-1,505 Reduced 6.34%	22,230 $1.25 Million
Q1 2020 May 13, 2020	BUY	$39.72 - $60.05 $942,754 - $1.43 Million	23,735 New	23,735 $1.09 Million

Others Institutions Holding ESGV

# of Institutions

545

Shares Held

27.3M

Call Options Held

700

Put Options Held

0

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

More about ESGV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Veritable, L.P., based on Form 13F filings with the SEC.

News

Stay updated on Veritable, L.P. with notifications on news.