Bogart Wealth, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q4 2024

A detailed history of Bogart Wealth, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Bogart Wealth, LLC holds 172 shares of ESGV stock, worth $18,104. This represents 0.0% of its overall portfolio holdings.

Number of Shares
172
Previous 151 13.91%
Holding current value
$18,104
Previous $15,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$100.18 - $109.1 $2,103 - $2,291
21 Added 13.91%
172 $18,000
Q3 2024

Oct 22, 2024
BUY
$91.37 - $101.65 $9,045 - $10,063
99 Added 190.38%
151 $15,000
Q2 2024

Jul 31, 2024
BUY
$87.24 - $97.37 $785 - $876
9 Added 20.93%
52 $5,000
Q1 2024

Apr 25, 2024
BUY
$83.14 - $93.19 $3,575 - $4,007
43 New
43 $4,000

Others Institutions Holding ESGV

# of Institutions
617
Shares Held
28.4M
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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