Warren Averett Asset Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Warren Averett Asset Management, LLC

  • $5.34 Billion
  • Q3 2024

A detailed history of Warren Averett Asset Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 8,450 shares of ESGV stock, worth $910,994. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,450
Previous 8,439 0.13%
Holding current value
$910,994
Previous $815,000 5.28%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024
BUY
$91.37 - $101.65 $1,005 - $1,118
11 Added 0.13%
8,450 $858,000
Q2 2024

Aug 14, 2024
SELL
$87.24 - $97.37 $72,234 - $80,622
-828 Reduced 8.93%
8,439 $815,000
Q1 2024

May 15, 2024
BUY
$83.14 - $93.19 $770,458 - $863,591
9,267 New
9,267 $863,000

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

ESGV Quotes by TradingView
  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
Track This Portfolio

Track Warren Averett Asset Management, LLC Portfolio

Follow Warren Averett Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Warren Averett Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Averett Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email