Wells Financial Advisors Inc Vanguard World Fd Esg U.S. Sto Transaction History

Wells Financial Advisors Inc

$72.4 Million
Q4 2024

A detailed history of Wells Financial Advisors Inc transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Wells Financial Advisors Inc holds 400 shares of ESGV stock, worth $39,004. This represents 0.06% of its overall portfolio holdings.

Number of Shares

400

Previous 400 -0.0%

Holding current value

$39,004

Previous $40,000 2.5%

% of portfolio

0.06%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 07, 2023	SELL	$70.39 - $78.35 $18,582 - $20,684	-264 Reduced 39.76%	400 $31,000
Q1 2023 May 03, 2023	BUY	$65.27 - $73.55 $26,108 - $29,420	400 Added 151.52%	664 $47,000
Q4 2022 Feb 03, 2023	SELL	$62.41 - $70.74 $19,035 - $21,575	-305 Reduced 53.6%	264 $17,000
Q3 2022 Nov 09, 2022	SELL	$62.91 - $76.54 $9,121 - $11,098	-145 Reduced 20.31%	569 $36,000
Q2 2022 Aug 10, 2022	BUY	$63.97 - $82.17 $4,669 - $5,998	73 Added 11.39%	714 $47,000
Q1 2022 Apr 25, 2022	BUY	$74.15 - $88.3 $17,054 - $20,309	230 Added 55.96%	641 $52,000
Q4 2021 Feb 11, 2022	SELL	$79.7 - $88.45 $12,512 - $13,886	-157 Reduced 27.64%	411 $36,000
Q2 2021 Aug 02, 2021	BUY	$74.71 - $80.04 $11,206 - $12,006	150 Added 35.89%	568 $45,000
Q4 2020 Feb 11, 2021	BUY	$60.54 - $70.17 $25,305 - $29,331	418 New	418 $29,000

Others Institutions Holding ESGV

# of Institutions

623

Shares Held

30.1M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

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Wells Financial Advisors Inc Vanguard World Fd Esg U.S. Sto Transaction History