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

Carolina Wealth Advisors, LLC

  • $179 Million
  • Q4 2024

A detailed history of Carolina Wealth Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 1,698 shares of ESGV stock, worth $182,687. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,698
Previous 1,769 4.01%
Holding current value
$182,687
Previous $179,000 0.56%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Jan 14, 2025
SELL
$100.18 - $109.1 $7,112 - $7,746
-71 Reduced 4.01%
1,698 $178,000
Q2 2024

Jul 12, 2024
SELL
$87.24 - $97.37 $9,509 - $10,613
-109 Reduced 5.8%
1,769 $170,000
Q4 2023

Jan 23, 2024
SELL
$71.95 - $85.41 $7,986 - $9,480
-111 Reduced 5.58%
1,878 $159,000
Q3 2023

Oct 17, 2023
BUY
$74.65 - $81.1 $20,752 - $22,545
278 Added 16.25%
1,989 $149,000
Q1 2023

Apr 14, 2023
SELL
$65.27 - $73.55 $5,091 - $5,736
-78 Reduced 4.36%
1,711 $122,000
Q4 2022

Jan 10, 2023
BUY
$62.41 - $70.74 $26,212 - $29,710
420 Added 30.68%
1,789 $118,000
Q3 2022

Oct 14, 2022
BUY
$62.91 - $76.54 $17,677 - $21,507
281 Added 25.83%
1,369 $86,000
Q2 2022

Jul 19, 2022
SELL
$63.97 - $82.17 $66,848 - $85,867
-1,045 Reduced 48.99%
1,088 $72,000
Q4 2021

Jan 24, 2022
BUY
$79.7 - $88.45 $59,296 - $65,806
744 Added 53.56%
2,133 $187,000
Q4 2020

Jan 29, 2021
BUY
$60.54 - $70.17 $11,442 - $13,262
189 Added 15.75%
1,389 $97,000
Q3 2020

Oct 19, 2020
BUY
$56.71 - $65.92 $68,052 - $79,104
1,200 New
1,200 $74,000

Others Institutions Holding ESGV

# of Institutions
594
Shares Held
27.5M
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
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