Bartlett & Co. Wealth Management LLC Vanguard World Fd Esg U.S. Sto Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 22,930 shares of ESGV stock, worth $2.35 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
22,930
Previous 19,406 18.16%
Holding current value
$2.35 Million
Previous $1.88 Billion 24.31%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 17, 2024
BUY
$91.37 - $101.65 $321,987 - $358,214
3,524 Added 18.16%
22,930 $2.33 Billion
Q2 2024

Jul 12, 2024
BUY
$87.24 - $97.37 $129,551 - $144,594
1,485 Added 8.29%
19,406 $1.88 Billion
Q1 2024

May 09, 2024
SELL
$83.14 - $93.19 $79,731 - $89,369
-959 Reduced 5.08%
17,921 $1.67 Billion
Q4 2023

Feb 14, 2024
BUY
$71.95 - $85.41 $158,290 - $187,902
2,200 Added 13.19%
18,880 $1.61 Billion
Q2 2023

Feb 14, 2024
BUY
$70.39 - $78.35 $48,569 - $54,061
690 Added 4.32%
16,680 $1.31 Billion
Q1 2023

Feb 14, 2024
BUY
$65.27 - $73.55 $239,867 - $270,296
3,675 Added 29.84%
15,990 $1.15 Billion
Q4 2022

Feb 14, 2024
SELL
$62.41 - $70.74 $172,251 - $195,242
-2,760 Reduced 18.31%
12,315 $811 Million
Q3 2022

Feb 14, 2024
BUY
$62.91 - $76.54 $45,106 - $54,879
717 Added 4.99%
15,075 $948 Million
Q2 2022

Feb 14, 2024
BUY
$63.97 - $82.17 $46,378 - $59,573
725 Added 5.32%
14,358 $953 Million
Q1 2022

Feb 14, 2024
BUY
$74.15 - $88.3 $433,258 - $515,936
5,843 Added 75.01%
13,633 $1.11 Billion
Q4 2021

Feb 14, 2024
BUY
$79.7 - $88.45 $109,587 - $121,618
1,375 Added 21.43%
7,790 $685 Million
Q3 2021

Feb 13, 2024
BUY
$79.36 - $84.88 $509,094 - $544,505
6,415 New
6,415 $514 Million

Others Institutions Holding ESGV

# of Institutions
522
Shares Held
30.4M
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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