Legacy Capital Wealth Partners, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Legacy Capital Wealth Partners, LLC

  • $439 Million
  • Q4 2024

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 3,131 shares of ESGV stock, worth $334,484. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,131
Previous 2,843 10.13%
Holding current value
$334,484
Previous $288,000 13.89%
% of portfolio
0.07%
Previous 0.05%

Shares

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

Jan 30, 2025
BUY
$100.18 - $109.1 $28,851 - $31,420
288 Added 10.13%
3,131 $328,000
Q3 2024

Nov 04, 2024
BUY
$91.37 - $101.65 $55,278 - $61,498
605 Added 27.03%
2,843 $288,000
Q2 2024

Aug 01, 2024
BUY
$87.24 - $97.37 $195,243 - $217,914
2,238 New
2,238 $216,000

Others Institutions Holding ESGV

# of Institutions
618
Shares Held
30.2M
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
Track This Portfolio

Track Legacy Capital Wealth Partners, LLC Portfolio

Follow Legacy Capital Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Legacy Capital Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email