Merit Financial Group, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Merit Financial Group, LLC

  • $5.49 Billion
  • Q4 2024

A detailed history of Merit Financial Group, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Merit Financial Group, LLC holds 35,986 shares of ESGV stock, worth $3.88 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
35,986
Previous 32,961 9.18%
Holding current value
$3.88 Million
Previous $3.35 Million 12.66%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Jan 15, 2025
BUY
$100.18 - $109.1 $303,044 - $330,027
3,025 Added 9.18%
35,986 $3.77 Million
Q3 2024

Oct 17, 2024
SELL
$91.37 - $101.65 $599,204 - $666,620
-6,558 Reduced 16.59%
32,961 $3.35 Million
Q2 2024

Aug 13, 2024
SELL
$87.24 - $97.37 $39,432 - $44,011
-452 Reduced 1.13%
39,519 $3.82 Million
Q1 2024

May 06, 2024
SELL
$83.14 - $93.19 $35,085 - $39,326
-422 Reduced 1.04%
39,971 $3.72 Million
Q4 2023

Feb 06, 2024
SELL
$71.95 - $85.41 $169,802 - $201,567
-2,360 Reduced 5.52%
40,393 $3.44 Million
Q3 2023

Nov 07, 2023
BUY
$74.65 - $81.1 $89,206 - $96,914
1,195 Added 2.88%
42,753 $3.22 Million
Q2 2023

Aug 01, 2023
BUY
$70.39 - $78.35 $552,068 - $614,499
7,843 Added 23.26%
41,558 $3.26 Million
Q1 2023

Apr 24, 2023
BUY
$65.27 - $73.55 $150,838 - $169,974
2,311 Added 7.36%
33,715 $2.42 Million
Q4 2022

Jan 13, 2023
BUY
$62.41 - $70.74 $224,863 - $254,876
3,603 Added 12.96%
31,404 $0
Q3 2022

Oct 31, 2022
BUY
$62.91 - $76.54 $61,840 - $75,238
983 Added 3.67%
27,801 $1.75 Million
Q2 2022

Aug 08, 2022
BUY
$63.97 - $82.17 $655,436 - $841,913
10,246 Added 61.83%
26,818 $1.78 Million
Q1 2022

May 13, 2022
BUY
$74.15 - $88.3 $670,093 - $797,967
9,037 Added 119.93%
16,572 $1.34 Million
Q4 2021

Feb 14, 2022
BUY
$79.7 - $88.45 $600,539 - $666,470
7,535 New
7,535 $662,000

Others Institutions Holding ESGV

# of Institutions
577
Shares Held
27.8M
Call Options Held
700
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 Merit Financial Group, LLC Portfolio

Follow Merit Financial Group, 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 Merit Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merit Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email