Stonehearth Capital Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Stonehearth Capital Management, LLC

$238 Million
Q1 2025

A detailed history of Stonehearth Capital Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Stonehearth Capital Management, LLC holds 35,337 shares of ESGV stock, worth $3.26 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares

35,337

Previous 35,571 0.66%

Holding current value

$3.26 Million

Previous $3.73 Million 7.67%

% of portfolio

1.45%

Previous 1.51%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 01, 2025	SELL	$96.93 - $109.51 $22,681 - $25,625	-234 Reduced 0.66%	35,337 $3.45 Million
Q4 2024 Jan 07, 2025	SELL	$100.18 - $109.1 $100,180 - $109,100	-1,000 Reduced 2.73%	35,571 $3.73 Million
Q3 2024 Oct 02, 2024	SELL	$91.37 - $101.65 $49,157 - $54,687	-538 Reduced 1.45%	36,571 $3.72 Million
Q2 2024 Jul 05, 2024	BUY	$87.24 - $97.37 $208,852 - $233,103	2,394 Added 6.9%	37,109 $3.59 Million
Q1 2024 Apr 02, 2024	BUY	$83.14 - $93.19 $1.15 Million - $1.29 Million	13,825 Added 66.18%	34,715 $3.24 Million
Q4 2023 Jan 08, 2024	BUY	$71.95 - $85.41 $385,436 - $457,541	5,357 Added 34.49%	20,890 $1.78 Million
Q3 2023 Oct 11, 2023	BUY	$74.65 - $81.1 $173,262 - $188,233	2,321 Added 17.57%	15,533 $1.17 Million
Q2 2023 Jul 06, 2023	BUY	$70.39 - $78.35 $929,992 - $1.04 Million	13,212 New	13,212 $1.04 Million
Q2 2022 Jul 11, 2022	BUY	$63.97 - $82.17 $193,957 - $249,139	3,032 New	3,032 $209,000

Others Institutions Holding ESGV

# of Institutions

624

Shares Held

30.1M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

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Stonehearth Capital Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History