Pinnacle Private Wealth, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Pinnacle Private Wealth, LLC

  • $256 Million
  • Q2 2022

A detailed history of Pinnacle Private Wealth, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 4,039 shares of ESGV stock, worth $391,500. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,039
Previous 3,190 26.61%
Holding current value
$391,500
Previous $259,000 3.47%
% of portfolio
0.1%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 15, 2022
BUY
$63.97 - $82.17 $54,310 - $69,762
849 Added 26.61%
4,039 $268,000
Q1 2022

Apr 29, 2022
SELL
$74.15 - $88.3 $42,636 - $50,772
-575 Reduced 15.27%
3,190 $259,000
Q4 2021

Feb 07, 2022
BUY
$79.7 - $88.45 $300,070 - $333,014
3,765 New
3,765 $331,000

Others Institutions Holding ESGV

# of Institutions
619
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
Track This Portfolio

Track Pinnacle Private Wealth, LLC Portfolio

Follow Pinnacle Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email