Zhang Financial LLC Vanguard World Fd Esg U.S. Sto Transaction History

Zhang Financial LLC

  • $1.57 Billion
  • Q3 2024

A detailed history of Zhang Financial LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Zhang Financial LLC holds 8,406 shares of ESGV stock, worth $892,212. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,406
Previous 3,287 155.73%
Holding current value
$892,212
Previous $317,000 169.4%
% of portfolio
0.05%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$91.37 - $101.65 $467,723 - $520,346
5,119 Added 155.73%
8,406 $854,000
Q1 2023

May 10, 2023
SELL
$65.27 - $73.55 $3,002 - $3,383
-46 Reduced 1.38%
3,287 $235,000
Q4 2022

May 17, 2023
BUY
$62.41 - $70.74 $2,870 - $3,254
46 Added 1.4%
3,333 $219,000
Q4 2022

Jan 17, 2023
BUY
$62.41 - $70.74 $2,870 - $3,254
46 Added 1.4%
3,333 $220,000
Q2 2022

Jul 14, 2022
BUY
$63.97 - $82.17 $210,269 - $270,092
3,287 New
3,287 $218,000

Others Institutions Holding ESGV

# of Institutions
544
Shares Held
27.2M
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
Track This Portfolio

Track Zhang Financial LLC Portfolio

Follow Zhang Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Zhang Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zhang Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email