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 $288,459. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,131
Previous 2,843 10.13%
Holding current value
$288,459
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
626
Shares Held
30.1M
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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