Beta Wealth Group, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Beta Wealth Group, Inc.

  • $203 Million
  • Q3 2024

A detailed history of Beta Wealth Group, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 2,850 shares of ESGV stock, worth $307,258. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,850
Previous 2,825 0.88%
Holding current value
$307,258
Previous $272,000 6.25%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Nov 01, 2024
BUY
$91.37 - $101.65 $2,284 - $2,541
25 Added 0.88%
2,850 $289,000
Q2 2024

Aug 12, 2024
BUY
$87.24 - $97.37 $9,247 - $10,321
106 Added 3.9%
2,825 $272,000
Q1 2024

May 14, 2024
SELL
$83.14 - $93.19 $4,157 - $4,659
-50 Reduced 1.81%
2,719 $253,000
Q4 2023

Feb 09, 2024
BUY
$71.95 - $85.41 $4,101 - $4,868
57 Added 2.1%
2,769 $235,000
Q3 2023

Nov 13, 2023
BUY
$74.65 - $81.1 $202,450 - $219,943
2,712 New
2,712 $203,000

Others Institutions Holding ESGV

# of Institutions
545
Shares Held
27.3M
Call Options Held
700
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 Beta Wealth Group, Inc. Portfolio

Follow Beta Wealth Group, Inc. 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 Beta Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beta Wealth Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email