Wealthspire Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 5,607 shares of ESGV stock, worth $597,425. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,607
Previous 5,607 -0.0%
Holding current value
$597,425
Previous $541,000 5.18%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$87.24 - $97.37 $391,009 - $436,412
-4,482 Reduced 44.42%
5,607 $541,000
Q1 2024

May 06, 2024
BUY
$83.14 - $93.19 $2,161 - $2,422
26 Added 0.26%
10,089 $940,000
Q4 2023

Feb 06, 2024
SELL
$71.95 - $85.41 $31,082 - $36,897
-432 Reduced 4.12%
10,063 $855,000
Q3 2023

Nov 06, 2023
SELL
$74.65 - $81.1 $29,934 - $32,521
-401 Reduced 3.68%
10,495 $789,000
Q2 2023

Jul 31, 2023
BUY
$70.39 - $78.35 $774 - $861
11 Added 0.1%
10,896 $853,000
Q1 2023

May 09, 2023
BUY
$65.27 - $73.55 $783 - $882
12 Added 0.11%
10,885 $780,000
Q4 2022

Feb 13, 2023
BUY
$62.41 - $70.74 $3,120 - $3,536
50 Added 0.46%
10,873 $716,000
Q3 2022

Nov 14, 2022
BUY
$62.91 - $76.54 $37,053 - $45,082
589 Added 5.76%
10,823 $681,000
Q2 2022

Aug 09, 2022
BUY
$63.97 - $82.17 $188,967 - $242,730
2,954 Added 40.58%
10,234 $680,000
Q1 2022

May 09, 2022
SELL
$74.15 - $88.3 $15,423 - $18,366
-208 Reduced 2.78%
7,280 $590,000
Q3 2021

Nov 15, 2021
BUY
$79.36 - $84.88 $594,247 - $635,581
7,488 New
7,488 $599,000
Q2 2021

Aug 13, 2021
SELL
$74.71 - $80.04 $559,428 - $599,339
-7,488 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$69.3 - $74.47 $518,918 - $557,631
7,488 New
7,488 $552,000

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
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