Financial Advisory Service, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Financial Advisory Service, Inc.

$1.11 Billion
Q4 2024

A detailed history of Financial Advisory Service, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 234 shares of ESGV stock, worth $25,555. This represents 0.0% of its overall portfolio holdings.

Number of Shares

234

Previous 265 11.7%

Holding current value

$25,555

Previous $26,000 7.69%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$100.18 - $109.1 $3,105 - $3,382	-31 Reduced 11.7%	234 $24,000
Q3 2024 Oct 17, 2024	BUY	$91.37 - $101.65 $2,832 - $3,151	31 Added 13.25%	265 $26,000
Q2 2024 Jul 29, 2024	BUY	$87.24 - $97.37 $20,414 - $22,784	234 New	234 $22,000
Q1 2022 May 04, 2022	SELL	$74.15 - $88.3 $189,156 - $225,253	-2,551 Closed	0 $0
Q4 2021 Feb 11, 2022	SELL	$79.7 - $88.45 $1,195 - $1,326	-15 Reduced 0.58%	2,551 $224,000
Q3 2021 Nov 15, 2021	BUY	$79.36 - $84.88 $203,637 - $217,802	2,566 New	2,566 $205,000

Others Institutions Holding ESGV

# of Institutions

612

Shares Held

30.2M

Call Options Held

700

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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Financial Advisory Service, Inc. Vanguard World Fd Esg U.S. Sto Transaction History