West Financial Advisors, LLC Vanguard World Fd Esg U S Corp Transaction History

West Financial Advisors, LLC

$518 Million
Q3 2024

A detailed history of West Financial Advisors, LLC transactions in Vanguard World Fd Esg U S Corp stock. As of the latest transaction made, West Financial Advisors, LLC holds 12,880 shares of VCEB stock, worth $809,765. This represents 0.16% of its overall portfolio holdings.

Number of Shares

12,880

Previous 8,051 59.98%

Holding current value

$809,765

Previous $499,000 67.33%

% of portfolio

0.16%

Previous 0.1%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$61.6 - $65.13 $297,466 - $314,512	4,829 Added 59.98%	12,880 $835,000
Q2 2024 Jul 15, 2024	BUY	$60.71 - $62.62 $63,745 - $65,751	1,050 Added 15.0%	8,051 $499,000
Q1 2024 Apr 11, 2024	BUY	$61.87 - $63.48 $680 - $698	11 Added 0.16%	7,001 $439,000
Q4 2023 Jan 11, 2024	SELL	$57.78 - $63.69 $26,925 - $29,679	-466 Reduced 6.25%	6,990 $443,000
Q3 2023 Oct 10, 2023	BUY	$59.36 - $62.14 $118 - $124	2 Added 0.03%	7,456 $442,000
Q2 2023 Jul 07, 2023	SELL	$61.11 - $63.02 $9,899 - $10,209	-162 Reduced 2.13%	7,454 $461,000
Q1 2023 Apr 18, 2023	SELL	$60.51 - $63.64 $24,022 - $25,265	-397 Reduced 4.95%	7,616 $477,000
Q4 2022 Jan 10, 2023	BUY	$57.68 - $62.66 $403 - $438	7 Added 0.09%	8,013 $0
Q3 2022 Oct 11, 2022	BUY	$58.87 - $65.06 $412 - $455	7 Added 0.09%	8,006 $475,000
Q2 2022 Jul 14, 2022	SELL	$61.54 - $68.13 $24,492 - $27,115	-398 Reduced 4.74%	7,999 $504,000
Q1 2022 Apr 18, 2022	BUY	$66.76 - $72.88 $5,941 - $6,486	89 Added 1.07%	8,397 $570,000
Q4 2021 Jan 19, 2022	BUY	$72.79 - $74.53 $139,247 - $142,575	1,913 Added 29.91%	8,308 $610,000
Q3 2021 Oct 13, 2021	BUY	$73.78 - $75.3 $137,452 - $140,283	1,863 Added 41.11%	6,395 $472,000
Q2 2021 Jul 27, 2021	BUY	$72.46 - $74.49 $168,324 - $173,040	2,323 Added 105.16%	4,532 $338,000
Q4 2020 Feb 22, 2021	BUY	$74.44 - $76.34 $164,437 - $168,635	2,209 New	2,209 $168,000

Others Institutions Holding VCEB

# of Institutions

Shares Held

3.66M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U S CORP

Ticker VCEB
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West Financial Advisors, LLC Vanguard World Fd Esg U S Corp Transaction History