Valmark Advisers, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Valmark Advisers, Inc. holds 16,203 shares of ESGV stock, worth $1.61 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,203
Previous 15,516 4.43%
Holding current value
$1.61 Million
Previous $1.58 Million 7.74%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jan 30, 2025
BUY
$100.18 - $109.1 $68,823 - $74,951
687 Added 4.43%
16,203 $1.7 Million
Q2 2024

Jul 31, 2024
BUY
$87.24 - $97.37 $16,139 - $18,013
185 Added 1.21%
15,516 $1.5 Million
Q3 2023

Nov 07, 2023
BUY
$74.65 - $81.1 $73,157 - $79,478
980 Added 6.83%
15,331 $1.15 Million
Q2 2023

Aug 02, 2023
BUY
$70.39 - $78.35 $20,272 - $22,564
288 Added 2.05%
14,351 $1.12 Million
Q1 2023

May 01, 2023
BUY
$65.27 - $73.55 $16,578 - $18,681
254 Added 1.84%
14,063 $1.01 Million
Q4 2022

Feb 06, 2023
BUY
$62.41 - $70.74 $102,414 - $116,084
1,641 Added 13.49%
13,809 $909,000
Q3 2022

Nov 02, 2022
BUY
$62.91 - $76.54 $14,972 - $18,216
238 Added 1.99%
12,168 $765,000
Q2 2022

Aug 01, 2022
BUY
$63.97 - $82.17 $5,821 - $7,477
91 Added 0.77%
11,930 $792,000
Q1 2022

May 10, 2022
BUY
$74.15 - $88.3 $5,412 - $6,445
73 Added 0.62%
11,839 $960,000
Q4 2021

Feb 02, 2022
BUY
$79.7 - $88.45 $291,064 - $323,019
3,652 Added 45.01%
11,766 $1.03 Million
Q3 2021

Nov 09, 2021
BUY
$79.36 - $84.88 $252,126 - $269,663
3,177 Added 64.35%
8,114 $650,000
Q2 2021

Aug 06, 2021
SELL
$74.71 - $80.04 $13,746 - $14,727
-184 Reduced 3.59%
4,937 $395,000
Q1 2021

May 04, 2021
BUY
$69.3 - $74.47 $354,885 - $381,360
5,121 New
5,121 $378,000

Others Institutions Holding ESGV

# of Institutions
620
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
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