Milestone Investment Advisors LLC Vanguard World Fd Esg U.S. Sto Transaction History

Milestone Investment Advisors LLC

  • $360 Million
  • Q4 2024

A detailed history of Milestone Investment Advisors LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 7,290 shares of ESGV stock, worth $671,627. This represents 0.21% of its overall portfolio holdings.

Number of Shares
7,290
Previous 7,124 2.33%
Holding current value
$671,627
Previous $724,000 5.52%
% of portfolio
0.21%
Previous 0.21%

Shares

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

Feb 12, 2025
BUY
$100.18 - $109.1 $16,629 - $18,110
166 Added 2.33%
7,290 $764,000
Q3 2024

Oct 30, 2024
SELL
$91.37 - $101.65 $98,040 - $109,070
-1,073 Reduced 13.09%
7,124 $724,000
Q2 2024

Aug 13, 2024
SELL
$87.24 - $97.37 $9,945 - $11,100
-114 Reduced 1.37%
8,197 $791,000
Q1 2024

May 14, 2024
SELL
$83.14 - $93.19 $4,489 - $5,032
-54 Reduced 0.65%
8,311 $774,000
Q4 2023

Feb 09, 2024
SELL
$71.95 - $85.41 $122,171 - $145,026
-1,698 Reduced 16.87%
8,365 $711,000
Q3 2023

Nov 08, 2023
BUY
$74.65 - $81.1 $25,828 - $28,060
346 Added 3.56%
10,063 $756,000
Q2 2023

Aug 02, 2023
BUY
$70.39 - $78.35 $2,815 - $3,134
40 Added 0.41%
9,717 $761,000
Q1 2023

May 16, 2023
BUY
$65.27 - $73.55 $65 - $73
1 Added 0.01%
9,677 $693,000
Q4 2022

Mar 15, 2023
BUY
$62.41 - $70.74 $603,879 - $684,480
9,676 New
9,676 $637 Million

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
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More about ESGV
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