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

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 18,147 shares of ESGV stock, worth $1.8 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
18,147
Previous 18,060 0.48%
Holding current value
$1.8 Million
Previous $1.84 Million 3.71%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 22, 2025
BUY
$100.18 - $109.1 $8,715 - $9,491
87 Added 0.48%
18,147 $1.9 Million
Q3 2024

Oct 16, 2024
BUY
$91.37 - $101.65 $1.65 Million - $1.84 Million
18,060 New
18,060 $1.84 Million
Q4 2023

Jan 29, 2024
BUY
$71.95 - $85.41 $66,913 - $79,431
930 Added 6.09%
16,202 $1.38 Million
Q3 2023

Oct 30, 2023
SELL
$74.65 - $81.1 $56,659 - $61,554
-759 Reduced 4.73%
15,272 $1.15 Million
Q2 2023

Aug 02, 2023
BUY
$70.39 - $78.35 $1.13 Million - $1.26 Million
16,031 New
16,031 $1.26 Million

Others Institutions Holding ESGV

# of Institutions
620
Shares Held
28.6M
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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