West Financial Advisors, LLC Vanguard World Fd Esg Intl Stk Transaction History

West Financial Advisors, LLC

$518 Million
Q3 2024

A detailed history of West Financial Advisors, LLC transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, West Financial Advisors, LLC holds 30,739 shares of VSGX stock, worth $1.78 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

30,739

Previous 30,565 0.57%

Holding current value

$1.78 Million

Previous $1.75 Million 8.0%

% of portfolio

0.37%

Previous 0.36%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$55.06 - $62.25 $9,580 - $10,831	174 Added 0.57%	30,739 $1.89 Million
Q2 2024 Jul 15, 2024	BUY	$54.72 - $58.75 $371,439 - $398,795	6,788 Added 28.55%	30,565 $1.75 Million
Q1 2024 Apr 11, 2024	BUY	$53.19 - $57.84 $1,436 - $1,561	27 Added 0.11%	23,777 $1.37 Million
Q4 2023 Jan 11, 2024	BUY	$48.05 - $55.28 $99,944 - $114,982	2,080 Added 9.6%	23,750 $1.31 Million
Q3 2023 Oct 10, 2023	BUY	$50.23 - $55.2 $3,917 - $4,305	78 Added 0.36%	21,670 $1.09 Million
Q2 2023 Jul 07, 2023	BUY	$51.68 - $54.7 $11,007 - $11,651	213 Added 1.0%	21,592 $1.15 Million
Q1 2023 Apr 18, 2023	SELL	$49.49 - $54.07 $6,087 - $6,650	-123 Reduced 0.57%	21,379 $1.12 Million
Q4 2022 Jan 10, 2023	SELL	$43.1 - $51.11 $35,471 - $42,063	-823 Reduced 3.69%	21,502 $0
Q3 2022 Oct 11, 2022	BUY	$43.44 - $51.83 $4,561 - $5,442	105 Added 0.47%	22,325 $970,000
Q2 2022 Jul 14, 2022	BUY	$48.34 - $58.27 $39,638 - $47,781	820 Added 3.83%	22,220 $1.09 Million
Q1 2022 Apr 18, 2022	BUY	$53.11 - $62.8 $30,963 - $36,612	583 Added 2.8%	21,400 $1.22 Million
Q4 2021 Jan 19, 2022	BUY	$60.05 - $64.51 $2,822 - $3,031	47 Added 0.23%	20,817 $1.29 Million
Q3 2021 Oct 13, 2021	BUY	$61.73 - $65.61 $242,784 - $258,044	3,933 Added 23.36%	20,770 $1.28 Million
Q2 2021 Jul 27, 2021	BUY	$61.69 - $65.78 $138,617 - $147,807	2,247 Added 15.4%	16,837 $1.08 Million
Q1 2021 Apr 20, 2021	BUY	$59.52 - $63.83 $9,820 - $10,531	165 Added 1.14%	14,590 $895,000
Q4 2020 Feb 22, 2021	BUY	$50.72 - $59.51 $3,347 - $3,927	66 Added 0.46%	14,425 $855,000
Q4 2020 Feb 02, 2021	BUY	$50.72 - $59.51 $728,288 - $854,504	14,359 New	14,359 $691 Million

Others Institutions Holding VSGX

# of Institutions

363

Shares Held

17.7M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG INTL STK

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West Financial Advisors, LLC Vanguard World Fd Esg Intl Stk Transaction History