Merriman Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Merriman Wealth Management, LLC

$2.3 Billion
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 28, 2022	SELL	$74.15 - $88.3 $7.86 Million - $9.36 Million	-106,000 Closed	0 $0
Q2 2021 Jul 28, 2021	SELL	$74.71 - $80.04 $7,470 - $8,004	-100 Reduced 0.09%	106,000 $8.48 Million
Q1 2021 May 10, 2021	BUY	$69.3 - $74.47 $6,930 - $7,447	100 Added 0.09%	106,100 $7.83 Million
Q4 2020 Feb 10, 2021	BUY	$60.54 - $70.17 $2.3 Million - $2.67 Million	38,000 Added 55.88%	106,000 $7.44 Million
Q3 2020 Oct 26, 2020	BUY	$56.71 - $65.92 $2.15 Million - $2.5 Million	38,000 Added 126.67%	68,000 $4.2 Million
Q2 2020 Jul 31, 2020	BUY	$43.65 - $58.01 $1.31 Million - $1.74 Million	30,000 New	30,000 $1.69 Million
Q1 2020 Apr 22, 2020	SELL	$39.72 - $60.05 $5.17 Million - $7.82 Million	-130,142 Closed	0 $0
Q3 2019 Oct 18, 2019	BUY	$51.55 - $52.75 $149,495 - $152,975	2,900 Added 2.28%	130,142 $6.76 Million
Q2 2019 Jul 31, 2019	BUY	N/A	127,242 New	127,242 $65.6 Million

Others Institutions Holding ESGV

# of Institutions

617

Shares Held

28.4M

Call Options Held

0

Put Options Held

0

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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