D. Scott Neal, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

D. Scott Neal, Inc.

  • $182 Million
  • Q4 2024

A detailed history of D. Scott Neal, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, D. Scott Neal, Inc. holds 2,222 shares of ESGV stock, worth $216,667. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,222
Previous 2,363 5.97%
Holding current value
$216,667
Previous $240,000 2.92%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Jan 14, 2025
SELL
$100.18 - $109.1 $14,125 - $15,383
-141 Reduced 5.97%
2,222 $233,000
Q3 2024

Oct 17, 2024
SELL
$91.37 - $101.65 $2,284 - $2,541
-25 Reduced 1.05%
2,363 $240,000
Q2 2024

Jul 15, 2024
SELL
$87.24 - $97.37 $20,065 - $22,395
-230 Reduced 8.79%
2,388 $230,000
Q4 2023

Jan 17, 2024
BUY
$71.95 - $85.41 $188,365 - $223,603
2,618 New
2,618 $222,000
Q2 2023

Jul 17, 2023
BUY
$70.39 - $78.35 $184,281 - $205,120
2,618 New
2,618 $205,000

Others Institutions Holding ESGV

# of Institutions
623
Shares Held
30M
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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