Cbiz Investment Advisory Services, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Cbiz Investment Advisory Services, LLC

$2 Billion
Q4 2024

A detailed history of Cbiz Investment Advisory Services, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 502 shares of ESGV stock, worth $50,265. This represents 0.0% of its overall portfolio holdings.

Number of Shares

502

Previous 502 -0.0%

Holding current value

$50,265

Previous $51,000 1.96%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$91.37 - $101.65 $39,654 - $44,116	434 Added 638.24%	502 $51,000
Q2 2024 Aug 09, 2024	SELL	$87.24 - $97.37 $5.76 Million - $6.42 Million	-65,970 Reduced 99.9%	68 $6,000
Q1 2024 May 13, 2024	SELL	$83.14 - $93.19 $166 - $186	-2 Reduced -0.0%	66,038 $6.15 Million
Q4 2023 Feb 09, 2024	SELL	$71.95 - $85.41 $2.03 Million - $2.41 Million	-28,225 Reduced 29.94%	66,040 $5.62 Million
Q1 2023 May 09, 2023	BUY	$65.27 - $73.55 $931,076 - $1.05 Million	14,265 Added 17.83%	94,265 $6.76 Million
Q3 2022 Nov 01, 2022	BUY	$62.91 - $76.54 $5.03 Million - $6.12 Million	80,000 New	80,000 $5.03 Million
Q4 2021 Feb 11, 2022	SELL	$79.7 - $88.45 $5,738 - $6,368	-72 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$69.3 - $74.47 $4,989 - $5,361	72 New	72 $5,000

Others Institutions Holding ESGV

# of Institutions

621

Shares Held

28.6M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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Cbiz Investment Advisory Services, LLC Vanguard World Fd Esg U.S. Sto Transaction History