Waypoint Wealth Partners Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Waypoint Wealth Partners Inc.

  • $362 Million
  • Q3 2024

A detailed history of Waypoint Wealth Partners Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 2,675 shares of ESGV stock, worth $288,445. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,675
Previous 2,675 -0.0%
Holding current value
$288,445
Previous $258,000 5.04%
% of portfolio
0.07%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024
SELL
$87.24 - $97.37 $4,798 - $5,355
-55 Reduced 2.01%
2,675 $258,000
Q4 2023

Feb 09, 2024
BUY
$71.95 - $85.41 $196,423 - $233,169
2,730 New
2,730 $232,000

Others Institutions Holding ESGV

# of Institutions
545
Shares Held
27.3M
Call Options Held
700
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 Waypoint Wealth Partners Inc. Portfolio

Follow Waypoint Wealth Partners Inc. 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 Waypoint Wealth Partners Inc., based on Form 13F filings with the SEC.

News

Stay updated on Waypoint Wealth Partners Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email