Kestra Private Wealth Services, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 4,099 shares of ESGV stock, worth $416,048. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,099
Previous 4,090 0.22%
Holding current value
$416,048
Previous $415,000 3.37%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 28, 2025
BUY
$100.18 - $109.1 $901 - $981
9 Added 0.22%
4,099 $429,000
Q3 2024

Nov 13, 2024
SELL
$91.37 - $101.65 $15,989 - $17,788
-175 Reduced 4.1%
4,090 $415,000
Q2 2024

Aug 12, 2024
SELL
$87.24 - $97.37 $38,821 - $43,329
-445 Reduced 9.45%
4,265 $412,000
Q1 2024

May 02, 2024
SELL
$83.14 - $93.19 $12,304 - $13,792
-148 Reduced 3.05%
4,710 $438,000
Q4 2023

Feb 05, 2024
BUY
$71.95 - $85.41 $1,079 - $1,281
15 Added 0.31%
4,858 $413,000
Q3 2023

Nov 07, 2023
BUY
$74.65 - $81.1 $3,433 - $3,730
46 Added 0.96%
4,843 $364,000
Q2 2023

Aug 08, 2023
SELL
$70.39 - $78.35 $62,295 - $69,339
-885 Reduced 15.58%
4,797 $375,000
Q1 2023

May 12, 2023
BUY
$65.27 - $73.55 $848 - $956
13 Added 0.23%
5,682 $407,000
Q4 2022

Jan 31, 2023
SELL
$62.41 - $70.74 $4,493 - $5,093
-72 Reduced 1.25%
5,669 $373,000
Q3 2022

Nov 14, 2022
BUY
$62.91 - $76.54 $116,823 - $142,134
1,857 Added 47.81%
5,741 $361,000
Q2 2022

Aug 12, 2022
BUY
$63.97 - $82.17 $248,459 - $319,148
3,884 New
3,884 $258,000

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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