Estate Counselors, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Estate Counselors, LLC

$362 Million
Q4 2024

A detailed history of Estate Counselors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Estate Counselors, LLC holds 2,420 shares of ESGV stock, worth $265,014. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,420

Previous 2,420 -0.0%

Holding current value

$265,014

Previous $245,000 3.27%

% of portfolio

0.07%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$87.24 - $97.37 $6,979 - $7,789	80 Added 3.42%	2,420 $233,000
Q1 2024 May 14, 2024	SELL	$83.14 - $93.19 $141,338 - $158,423	-1,700 Reduced 42.08%	2,340 $218,000
Q4 2023 Jan 23, 2024	SELL	$71.95 - $85.41 $221,606 - $263,062	-3,080 Reduced 43.26%	4,040 $343,000
Q2 2023 Jul 31, 2023	BUY	$70.39 - $78.35 $16,189 - $18,020	230 Added 3.34%	7,120 $557,000
Q4 2022 Feb 08, 2023	BUY	$62.41 - $70.74 $34,325 - $38,907	550 Added 8.68%	6,890 $453,000
Q3 2022 Nov 04, 2022	BUY	$62.91 - $76.54 $398,849 - $485,263	6,340 New	6,340 $295,000
Q1 2022 May 09, 2022	SELL	$74.15 - $88.3 $441,934 - $526,268	-5,960 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$79.7 - $88.45 $475,012 - $527,162	5,960 New	5,960 $523,000

Others Institutions Holding ESGV

# of Institutions

616

Shares Held

30.2M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

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Estate Counselors, LLC Vanguard World Fd Esg U.S. Sto Transaction History