Rise Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Rise Advisors, LLC

  • $206 Million
  • Q4 2024

A detailed history of Rise Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Rise Advisors, LLC holds 246 shares of ESGV stock, worth $22,663. This represents 0.01% of its overall portfolio holdings.

Number of Shares
246
Previous 245 0.41%
Holding current value
$22,663
Previous $24,000 4.17%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 07, 2025
BUY
$100.18 - $109.1 $100 - $109
1 Added 0.41%
246 $25,000
Q3 2024

Oct 11, 2024
BUY
$91.37 - $101.65 $91 - $101
1 Added 0.41%
245 $24,000
Q1 2024

Apr 09, 2024
BUY
$83.14 - $93.19 $83 - $93
1 Added 0.41%
244 $22,000
Q4 2023

Jan 10, 2024
BUY
$71.95 - $85.41 $71 - $85
1 Added 0.41%
243 $20,000
Q3 2023

Oct 10, 2023
BUY
$74.65 - $81.1 $74 - $81
1 Added 0.41%
242 $18,000
Q2 2023

Jul 10, 2023
BUY
$70.39 - $78.35 $1,407 - $1,567
20 Added 9.05%
241 $18,000
Q1 2023

Apr 05, 2023
BUY
$65.27 - $73.55 $14,424 - $16,254
221 New
221 $15,000

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
  • Industry ETFs
More about ESGV
Track This Portfolio

Track Rise Advisors, LLC Portfolio

Follow Rise Advisors, 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 Rise Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rise Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email