Walkner Condon Financial Advisors LLC Vanguard World Fd Esg U.S. Sto Transaction History

Walkner Condon Financial Advisors LLC

$480 Million
Q4 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 2,620 shares of ESGV stock, worth $270,960. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,620

Previous 2,620 -0.0%

Holding current value

$270,960

Previous $266,000 3.01%

% of portfolio

0.06%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	SELL	$87.24 - $97.37 $163,138 - $182,081	-1,870 Reduced 41.65%	2,620 $253,000
Q3 2023 Oct 19, 2023	BUY	$74.65 - $81.1 $8,958 - $9,732	120 Added 2.75%	4,490 $337,000
Q1 2023 Apr 20, 2023	SELL	$65.27 - $73.55 $5,221 - $5,884	-80 Reduced 1.8%	4,370 $313,000
Q2 2022 Aug 04, 2022	BUY	$63.97 - $82.17 $11,258 - $14,461	176 Added 4.12%	4,450 $295,000
Q1 2022 May 03, 2022	SELL	$74.15 - $88.3 $36,407 - $43,355	-491 Reduced 10.3%	4,274 $347 Million
Q4 2021 Feb 11, 2022	BUY	$79.7 - $88.45 $379,770 - $421,464	4,765 New	4,765 $0
Q3 2021 Nov 04, 2021	SELL	$79.36 - $84.88 $212,922 - $227,733	-2,683 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$74.71 - $80.04 $200,446 - $214,747	2,683 New	2,683 $214,000

Others Institutions Holding ESGV

# of Institutions

617

Shares Held

28.4M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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Walkner Condon Financial Advisors LLC Vanguard World Fd Esg U.S. Sto Transaction History