Purchases and Sales Made in Q2 2023 in Vanguard World Fd Esg U.S. Sto (ESGV)
This table provides information about the institutional ownership of Vanguard World Fd Esg U.S. Sto (ESGV) during Q2 2023. The information is specifically focused on institutions that hold shares of VANGUARD WORLD FD ESG U.S. STO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-155K- 79.36% |
$10.9M - $12.2M
|
40.3K
$4.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Visa Foundation
|
SELL
|
- |
-276K- 11.87% |
$19.4M - $21.6M
|
2.05M
$222M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-351K- 93.6% |
$24.7M - $27.5M
|
24K
$2.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.2M- 91.6% |
$295M - $329M
|
385K
$41.7M
|