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

Concentric Wealth Management, LLC

  • $473 Million
  • Q3 2024

A detailed history of Concentric Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 4,062 shares of ESGV stock, worth $437,924. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,062
Previous 4,051 0.27%
Holding current value
$437,924
Previous $391,000 5.37%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Nov 12, 2024
BUY
$91.37 - $101.65 $1,005 - $1,118
11 Added 0.27%
4,062 $412,000
Q2 2024

Aug 13, 2024
BUY
$87.24 - $97.37 $1,134 - $1,265
13 Added 0.32%
4,051 $391,000
Q1 2024

May 08, 2024
BUY
$83.14 - $93.19 $335,719 - $376,301
4,038 New
4,038 $376,000

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 Concentric Wealth Management, LLC Portfolio

Follow Concentric Wealth Management, LLC 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 Concentric Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concentric Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email