Appleton Partners Inc Vanguard World Fd Esg U.S. Sto Transaction History

Appleton Partners Inc

$1.35 Billion
Q4 2024

A detailed history of Appleton Partners Inc transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Appleton Partners Inc holds 5,525 shares of ESGV stock, worth $550,732. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,525

Previous 5,550 0.45%

Holding current value

$550,732

Previous $564,000 2.84%

% of portfolio

0.04%

Previous 0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$100.18 - $109.1 $2,504 - $2,727	-25 Reduced 0.45%	5,525 $580,000
Q3 2024 Oct 01, 2024	BUY	$91.37 - $101.65 $15,076 - $16,772	165 Added 3.06%	5,550 $564,000
Q2 2024 Jul 02, 2024	SELL	$87.24 - $97.37 $38,821 - $43,329	-445 Reduced 7.63%	5,385 $520,000
Q1 2024 Apr 01, 2024	BUY	$83.14 - $93.19 $39,657 - $44,451	477 Added 8.91%	5,830 $543,000
Q4 2023 Jan 02, 2024	SELL	$71.95 - $85.41 $20,361 - $24,171	-283 Reduced 5.02%	5,353 $455,000
Q3 2023 Oct 03, 2023	SELL	$74.65 - $81.1 $59,869 - $65,042	-802 Reduced 12.46%	5,636 $424,000
Q2 2023 Jul 10, 2023	SELL	$70.39 - $78.35 $37,658 - $41,917	-535 Reduced 7.67%	6,438 $504,000
Q1 2023 Apr 10, 2023	BUY	$65.27 - $73.55 $10,312 - $11,620	158 Added 2.32%	6,973 $500,000
Q4 2022 Jan 19, 2023	SELL	$62.41 - $70.74 $15,602 - $17,685	-250 Reduced 3.54%	6,815 $449,000
Q3 2022 Oct 27, 2022	SELL	$62.91 - $76.54 $48,126 - $58,553	-765 Reduced 9.77%	7,065 $444,000
Q2 2022 Jul 08, 2022	BUY	$63.97 - $82.17 $13,753 - $17,666	215 Added 2.82%	7,830 $520,000
Q1 2022 Apr 05, 2022	BUY	$74.15 - $88.3 $4,819 - $5,739	65 Added 0.86%	7,615 $617,000
Q4 2021 Feb 03, 2022	BUY	$79.7 - $88.45 $36,502 - $40,510	458 Added 6.46%	7,550 $664,000
Q3 2021 Oct 14, 2021	BUY	$79.36 - $84.88 $240,064 - $256,762	3,025 Added 74.38%	7,092 $568,000
Q2 2021 Jul 07, 2021	BUY	$74.71 - $80.04 $44,825 - $48,024	600 Added 17.31%	4,067 $325,000
Q1 2021 Apr 19, 2021	BUY	$69.3 - $74.47 $240,263 - $258,187	3,467 New	3,467 $256,000

Others Institutions Holding ESGV

# of Institutions

621

Shares Held

28.6M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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Appleton Partners Inc Vanguard World Fd Esg U.S. Sto Transaction History