Avantax Planning Partners, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Avantax Planning Partners, Inc.

  • $3.45 Billion
  • Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 6,683 shares of ESGV stock, worth $794,274. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,683
Previous 6,683 -0.0%
Holding current value
$794,274
Previous $732,000 8.06%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 13, 2024
BUY
$91.37 - $101.65 $67,705 - $75,322
741 Added 12.47%
6,683 $679,000
Q4 2023

Feb 09, 2024
SELL
$71.95 - $85.41 $6,619 - $7,857
-92 Reduced 1.52%
5,942 $505,000
Q3 2023

Nov 03, 2023
SELL
$74.65 - $81.1 $8,211 - $8,921
-110 Reduced 1.79%
6,034 $453,000
Q1 2023

Apr 20, 2023
BUY
$65.27 - $73.55 $130,344 - $146,879
1,997 Added 48.16%
6,144 $440,000
Q4 2022

Feb 09, 2023
BUY
$62.41 - $70.74 $37,695 - $42,726
604 Added 17.05%
4,147 $273,000
Q3 2022

Oct 14, 2022
BUY
$62.91 - $76.54 $222,890 - $271,181
3,543 New
3,543 $223,000

Others Institutions Holding ESGV

# of Institutions
712
Shares Held
31.4M
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
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