Annapolis Financial Services, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Annapolis Financial Services, LLC

  • $323 Million
  • Q3 2024

A detailed history of Annapolis Financial Services, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Annapolis Financial Services, LLC holds 1,210 shares of ESGV stock, worth $143,808. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,210
Previous 1,210 -0.0%
Holding current value
$143,808
Previous $116,000 5.17%
% of portfolio
0.04%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
SELL
$83.14 - $93.19 $7,815 - $8,759
-94 Reduced 7.21%
1,210 $112,000
Q4 2023

Jan 31, 2024
SELL
$71.95 - $85.41 $36,190 - $42,961
-503 Reduced 27.84%
1,304 $110,000
Q2 2023

Jul 18, 2023
SELL
$70.39 - $78.35 $1,759 - $1,958
-25 Reduced 1.36%
1,807 $141,000
Q1 2023

Apr 17, 2023
BUY
$65.27 - $73.55 $5,809 - $6,545
89 Added 5.11%
1,832 $131,000
Q4 2022

Jan 20, 2023
SELL
$62.41 - $70.74 $1.06 Million - $1.2 Million
-16,916 Reduced 90.66%
1,743 $0
Q3 2022

Oct 21, 2022
BUY
$62.91 - $76.54 $1.06 Million - $1.29 Million
16,916 Added 970.51%
18,659 $1.17 Million
Q2 2022

Jul 22, 2022
SELL
$63.97 - $82.17 $441,073 - $566,562
-6,895 Reduced 79.82%
1,743 $116,000
Q1 2022

Apr 29, 2022
SELL
$74.15 - $88.3 $1.18 Million - $1.4 Million
-15,899 Reduced 64.8%
8,638 $700,000
Q4 2021

Feb 11, 2022
BUY
$79.7 - $88.45 $575,991 - $639,228
7,227 Added 41.75%
24,537 $2.16 Million
Q3 2021

Nov 09, 2021
BUY
$79.36 - $84.88 $730,508 - $781,320
9,205 Added 113.57%
17,310 $1.39 Million
Q2 2021

Aug 04, 2021
BUY
$74.71 - $80.04 $515,125 - $551,875
6,895 Added 569.83%
8,105 $648,000
Q4 2020

Feb 11, 2021
BUY
$60.54 - $70.17 $73,253 - $84,905
1,210 New
1,210 $85,000

Others Institutions Holding ESGV

# of Institutions
705
Shares Held
31.3M
Call Options Held
0
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 Annapolis Financial Services, LLC Portfolio

Follow Annapolis Financial Services, 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 Annapolis Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annapolis Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email