Phillips Financial Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Phillips Financial Management, LLC

  • $1.22 Billion
  • Q4 2024

A detailed history of Phillips Financial Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Phillips Financial Management, LLC holds 347 shares of ESGV stock, worth $35,220. This represents 0.0% of its overall portfolio holdings.

Number of Shares
347
Previous 513 32.36%
Holding current value
$35,220
Previous $52,000 30.77%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 10, 2025
SELL
$100.18 - $109.1 $16,629 - $18,110
-166 Reduced 32.36%
347 $36,000
Q3 2024

Nov 07, 2024
BUY
$91.37 - $101.65 $46,872 - $52,146
513 New
513 $52,000

Others Institutions Holding ESGV

# of Institutions
621
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
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More about ESGV
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