Mission Wealth Management, LP Vanguard World Fd Esg U.S. Sto Transaction History

Mission Wealth Management, LP

$4.24 Billion
Q4 2024

A detailed history of Mission Wealth Management, LP transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Mission Wealth Management, LP holds 17,181 shares of ESGV stock, worth $1.88 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

17,181

Previous 17,181 -0.0%

Holding current value

$1.88 Million

Previous $1.75 Million 3.21%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$91.37 - $101.65 $36,273 - $40,355	397 Added 2.37%	17,181 $1.75 Million
Q2 2024 Aug 02, 2024	SELL	$87.24 - $97.37 $1.65 Million - $1.84 Million	-18,907 Reduced 52.97%	16,784 $1.62 Million
Q1 2024 Apr 30, 2024	BUY	$83.14 - $93.19 $1.57 Million - $1.76 Million	18,907 Added 112.65%	35,691 $3.33 Million
Q4 2023 Feb 05, 2024	SELL	$71.95 - $85.41 $96,988 - $115,132	-1,348 Reduced 7.43%	16,784 $1.43 Million
Q3 2023 Oct 23, 2023	BUY	$74.65 - $81.1 $1,493 - $1,622	20 Added 0.11%	18,132 $1.36 Million
Q4 2022 Feb 02, 2023	SELL	$62.41 - $70.74 $2.35 Million - $2.66 Million	-37,653 Reduced 67.52%	18,112 $1.19 Million
Q3 2022 Oct 12, 2022	BUY	$62.91 - $76.54 $2.48 Million - $3.01 Million	39,353 Added 239.78%	55,765 $3.51 Million
Q2 2022 Jul 27, 2022	BUY	$63.97 - $82.17 $1.05 Million - $1.35 Million	16,412 New	16,412 $1.09 Million

Others Institutions Holding ESGV

# of Institutions

616

Shares Held

30.2M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
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Mission Wealth Management, LP Vanguard World Fd Esg U.S. Sto Transaction History