Presilium Private Wealth, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Presilium Private Wealth, LLC

$434 Billion
Q3 2024

A detailed history of Presilium Private Wealth, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Presilium Private Wealth, LLC holds 7,614 shares of ESGV stock, worth $821,017. This represents 0.18% of its overall portfolio holdings.

Number of Shares

7,614

Previous 7,460 2.06%

Holding current value

$821,017

Previous $721 Million 7.38%

% of portfolio

0.18%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 03, 2024	BUY	$91.37 - $101.65 $14,070 - $15,654	154 Added 2.06%	7,614 $774 Million
Q2 2024 Jul 15, 2024	SELL	$87.24 - $97.37 $15,790 - $17,623	-181 Reduced 2.37%	7,460 $721 Million
Q1 2024 May 01, 2024	SELL	$83.14 - $93.19 $50,133 - $56,193	-603 Reduced 7.31%	7,641 $712 Million
Q4 2023 Jan 10, 2024	SELL	$71.95 - $85.41 $15,109 - $17,936	-210 Reduced 2.48%	8,244 $701 Million
Q3 2023 Oct 10, 2023	BUY	$74.65 - $81.1 $351,004 - $381,332	4,702 Added 125.32%	8,454 $636 Million
Q2 2023 Jul 21, 2023	SELL	$70.39 - $78.35 $7,179 - $7,991	-102 Reduced 2.65%	3,752 $294 Million
Q1 2023 Apr 20, 2023	BUY	$65.27 - $73.55 $1,958 - $2,206	30 Added 0.78%	3,854 $276 Million
Q4 2022 Feb 07, 2023	BUY	$62.41 - $70.74 $238,655 - $270,509	3,824 New	3,824 $252 Million

Others Institutions Holding ESGV

# of Institutions

545

Shares Held

27.3M

Call Options Held

700

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
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Presilium Private Wealth, LLC Vanguard World Fd Esg U.S. Sto Transaction History