A detailed history of Waypoint Wealth Partners Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 2,725 shares of ESGV stock, worth $277,568. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,725
Previous 2,675 1.87%
Holding current value
$277,568
Previous $271,000 5.17%
% of portfolio
0.08%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025

BUY
$100.18 - $109.1 $5,009 - $5,455
50 Added 1.87%
2,725 $285,000
Q2 2024

Jul 24, 2024

SELL
$87.24 - $97.37 $4,798 - $5,355
-55 Reduced 2.01%
2,675 $258,000
Q4 2023

Feb 09, 2024

BUY
$71.95 - $85.41 $196,423 - $233,169
2,730 New
2,730 $232,000

Others Institutions Holding ESGV

About VANGUARD WORLD FD ESG U.S. STO


  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
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