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

Cm Wealth Advisors LLC

  • $304 Million
  • Q3 2024

A detailed history of Cm Wealth Advisors LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 7,910 shares of ESGV stock, worth $852,777. This represents 0.26% of its overall portfolio holdings.

Number of Shares
7,910
Previous 7,910 -0.0%
Holding current value
$852,777
Previous $764,000 5.24%
% of portfolio
0.26%
Previous 0.36%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 05, 2024
SELL
$71.95 - $85.41 $11,008 - $13,067
-153 Reduced 1.9%
7,910 $672,000
Q3 2023

Nov 16, 2023
SELL
$74.65 - $81.1 $86,817 - $94,319
-1,163 Reduced 12.61%
8,063 $606,000
Q2 2023

Aug 15, 2023
BUY
$70.39 - $78.35 $649,418 - $722,857
9,226 New
9,226 $722,000
Q4 2022

May 04, 2023
BUY
$62.41 - $70.74 $575,794 - $652,647
9,226 New
9,226 $608 Million
Q3 2022

May 11, 2023
BUY
$62.91 - $76.54 $584,056 - $710,597
9,284 New
9,284 $584 Million
Q2 2022

May 09, 2023
BUY
$63.97 - $82.17 $593,897 - $762,866
9,284 New
9,284 $616 Million

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
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