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 $25,542. This represents 0.01% of its overall portfolio holdings.

Number of Shares

246

Previous 245 0.41%

Holding current value

$25,542

Previous $24,000 4.17%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

544

Shares Held

27.1M

Call Options Held

700

Put Options Held

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

More about ESGV

Track This Portfolio

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.

Account

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