Waypoint Wealth Partners Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Waypoint Wealth Partners Inc.

  • $354 Million
  • Q4 2024

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 $270,865. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,725
Previous 2,675 1.87%
Holding current value
$270,865
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

# of Institutions
620
Shares Held
28.6M
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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