Laurel Wealth Planning LLC Vanguard World Fd Esg U.S. Sto Transaction History

Laurel Wealth Planning LLC

$155 Million
Q4 2024

A detailed history of Laurel Wealth Planning LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 10,562 shares of ESGV stock, worth $1.03 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

10,562

Previous 11,415 7.47%

Holding current value

$1.03 Million

Previous $1.16 Million 4.48%

% of portfolio

0.71%

Previous 0.76%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$100.18 - $109.1 $85,453 - $93,062	-853 Reduced 7.47%	10,562 $1.11 Million
Q3 2024 Oct 28, 2024	SELL	$91.37 - $101.65 $177,806 - $197,810	-1,946 Reduced 14.56%	11,415 $1.16 Million
Q2 2024 Jul 25, 2024	SELL	$87.24 - $97.37 $266,082 - $296,978	-3,050 Reduced 18.59%	13,361 $1.29 Million
Q1 2024 Apr 22, 2024	SELL	$83.14 - $93.19 $463,089 - $519,068	-5,570 Reduced 25.34%	16,411 $1.53 Million
Q4 2023 Feb 09, 2024	SELL	$71.95 - $85.41 $404,718 - $480,431	-5,625 Reduced 20.38%	21,981 $1.87 Million
Q3 2023 Oct 27, 2023	SELL	$74.65 - $81.1 $221,859 - $241,029	-2,972 Reduced 9.72%	27,606 $2.08 Million
Q2 2023 Jul 19, 2023	SELL	$70.39 - $78.35 $797,096 - $887,235	-11,324 Reduced 27.02%	30,578 $2.4 Million
Q1 2023 Apr 18, 2023	SELL	$65.27 - $73.55 $1.62 Million - $1.83 Million	-24,823 Reduced 37.2%	41,902 $3.01 Million
Q4 2022 Feb 01, 2023	BUY	$62.41 - $70.74 $2.73 Million - $3.09 Million	43,734 Added 190.22%	66,725 $4.39 Million
Q2 2022 Aug 09, 2022	SELL	$63.97 - $82.17 $73,181 - $94,002	-1,144 Reduced 4.74%	22,991 $1.53 Million
Q1 2022 Apr 28, 2022	SELL	$74.15 - $88.3 $791,996 - $943,132	-10,681 Reduced 30.68%	24,135 $1.96 Million
Q4 2021 Feb 01, 2022	SELL	$79.7 - $88.45 $19,685 - $21,847	-247 Reduced 0.7%	34,816 $3.06 Million
Q3 2021 Nov 12, 2021	BUY	$79.36 - $84.88 $28,887 - $30,896	364 Added 1.05%	35,063 $2.81 Million
Q2 2021 Aug 09, 2021	BUY	$74.71 - $80.04 $121,777 - $130,465	1,630 Added 4.93%	34,699 $2.78 Million
Q1 2021 May 06, 2021	BUY	$69.3 - $74.47 $142,688 - $153,333	2,059 Added 6.64%	33,069 $2.44 Million
Q4 2020 Feb 08, 2021	BUY	$60.54 - $70.17 $1.88 Million - $2.18 Million	31,010 New	31,010 $2.18 Million

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
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Laurel Wealth Planning LLC Vanguard World Fd Esg U.S. Sto Transaction History