Concord Wealth Partners Vanguard World Fd Esg U.S. Sto Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Concord Wealth Partners holds 2,341 shares of ESGV stock, worth $233,350. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,341
Previous 2,664 12.12%
Holding current value
$233,350
Previous $270,000 9.26%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Jan 23, 2025
SELL
$100.18 - $109.1 $32,358 - $35,239
-323 Reduced 12.12%
2,341 $245,000
Q3 2024

Oct 24, 2024
BUY
$91.37 - $101.65 $28,141 - $31,308
308 Added 13.07%
2,664 $270,000
Q4 2023

Apr 30, 2024
BUY
$71.95 - $85.41 $110,803 - $131,531
1,540 Added 188.73%
2,356 $200,000
Q4 2023

Feb 05, 2024
BUY
$71.95 - $85.41 $110,803 - $131,531
1,540 Added 188.73%
2,356 $200,000
Q3 2023

Apr 30, 2024
SELL
$74.65 - $81.1 $114,961 - $124,893
-1,540 Reduced 65.37%
816 $61,000
Q3 2023

Oct 25, 2023
BUY
$74.65 - $81.1 $60,914 - $66,177
816 New
816 $61,000

Others Institutions Holding ESGV

# of Institutions
621
Shares Held
28.6M
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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