Forvis Wealth Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Forvis Wealth Advisors, LLC

$4.21 Billion
Q4 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 9,365 shares of ESGV stock, worth $913,181. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,365

Previous 9,952 5.9%

Holding current value

$913,181

Previous $1.01 Million 2.87%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$100.18 - $109.1 $58,805 - $64,041	-587 Reduced 5.9%	9,365 $982,000
Q3 2024 Nov 14, 2024	SELL	$91.37 - $101.65 $11,695 - $13,011	-128 Reduced 1.27%	9,952 $1.01 Million
Q2 2024 Aug 09, 2024	SELL	$87.24 - $97.37 $10,468 - $11,684	-120 Reduced 1.18%	10,080 $973,000
Q1 2024 Apr 19, 2024	SELL	$83.14 - $93.19 $124,959 - $140,064	-1,503 Reduced 12.84%	10,200 $950,000
Q4 2023 Jan 11, 2024	SELL	$71.95 - $85.41 $104,183 - $123,673	-1,448 Reduced 11.01%	11,703 $995,000
Q3 2023 Oct 25, 2023	BUY	$74.65 - $81.1 $54,643 - $59,365	732 Added 5.89%	13,151 $989,000
Q2 2023 Aug 08, 2023	BUY	$70.39 - $78.35 $65,040 - $72,395	924 Added 8.04%	12,419 $973,000
Q1 2023 Apr 26, 2023	BUY	$65.27 - $73.55 $84,720 - $95,467	1,298 Added 12.73%	11,495 $824,000
Q4 2022 Feb 02, 2023	BUY	$62.41 - $70.74 $371,963 - $421,610	5,960 Added 140.67%	10,197 $671,000
Q3 2022 Oct 13, 2022	BUY	$62.91 - $76.54 $266,549 - $324,299	4,237 New	4,237 $267,000

Others Institutions Holding ESGV

# of Institutions

627

Shares Held

30.1M

Call Options Held

Put Options Held

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

More about ESGV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Account

Forvis Wealth Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History