Warren Averett Asset Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Warren Averett Asset Management, LLC

  • $6.36 Billion
  • Q4 2024

A detailed history of Warren Averett Asset Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 6,839 shares of ESGV stock, worth $630,829. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,839
Previous 8,450 19.07%
Holding current value
$630,829
Previous $858,000 16.43%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Feb 14, 2025
SELL
$100.18 - $109.1 $161,389 - $175,760
-1,611 Reduced 19.07%
6,839 $717,000
Q3 2024

Nov 14, 2024
BUY
$91.37 - $101.65 $1,005 - $1,118
11 Added 0.13%
8,450 $858,000
Q2 2024

Aug 14, 2024
SELL
$87.24 - $97.37 $72,234 - $80,622
-828 Reduced 8.93%
8,439 $815,000
Q1 2024

May 15, 2024
BUY
$83.14 - $93.19 $770,458 - $863,591
9,267 New
9,267 $863,000

Others Institutions Holding ESGV

# of Institutions
621
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
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