Latest Institutional Sells of Vanguard World Fd Esg U.S. Sto (ESGV)
This list provides information on the latest institutional transactions involving Vanguard World Fd Esg U.S. Sto (ESGV) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-132- 3.16% |
$12.1K - $13.4K
|
4.04K
$435K
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-130- 26.97% |
$11.9K - $13.2K
|
352
$37.9K
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-128- 1.27% |
$11.7K - $13K
|
9.95K
$1.07M
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-115- 5.5% |
$10.5K - $11.7K
|
1.98K
$213K
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-111- 0.52% |
$10.1K - $11.3K
|
21.3K
$2.29M
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-101- 0.79% |
$9.23K - $10.3K
|
12.7K
$1.37M
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-68- 2.24% |
$6.21K - $6.91K
|
2.96K
$319K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-68- 4.56% |
$6.21K - $6.91K
|
1.42K
$154K
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-65- 1.61% |
$5.94K - $6.61K
|
3.98K
$429K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-57- 0.27% |
$5.21K - $5.79K
|
21.4K
$2.3M
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-54- 1.8% |
$4.93K - $5.49K
|
2.95K
$318K
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-49- 0.49% |
$4.48K - $4.98K
|
9.87K
$1.06M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-46- 0.92% |
$4.2K - $4.68K
|
4.94K
$533K
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-43- 0.27% |
$3.93K - $4.37K
|
15.9K
$1.71M
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-41- 0.29% |
$3.75K - $4.17K
|
13.9K
$1.5M
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-39- 0.53% |
$3.56K - $3.96K
|
7.27K
$783K
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-34- 4.36% |
$3.11K - $3.46K
|
745
$80.3K
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-31- 1.34% |
$2.83K - $3.15K
|
2.28K
$246K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-28- 0.69% |
$2.56K - $2.85K
|
4.05K
$437K
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-25- 0.42% |
$2.28K - $2.54K
|
5.88K
$634K
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-25- 1.05% |
$2.28K - $2.54K
|
2.36K
$255K
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-22- 0.55% |
$2.01K - $2.24K
|
4.01K
$433K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10- 0.25% |
$914 - $1.02K
|
3.94K
$425K
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-9- 0.04% |
$822 - $915
|
24.3K
$2.62M
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-4- 0.16% |
$365 - $407
|
2.45K
$264K
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-3- 0.51% |
$274 - $305
|
581
$62.6K
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2- 0.02% |
$183 - $203
|
9.32K
$1.01M
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-2- 0.08% |
$183 - $203
|
2.62K
$282K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2- 0.09% |
$183 - $203
|
2.22K
$239K
|
|
Q2 2024 | |||||||
Aug 02, 2024
Q2 2024
|
Visa Foundation
|
SELL
|
- |
-52K- 2.93% |
$4.54M - $5.06M
|
1.72M
$186M
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.48K- 44.42% |
$391K - $436K
|
5.61K
$604K
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.41K- 8.02% |
$385K - $429K
|
50.6K
$5.45M
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.78K- 9.98% |
$330K - $368K
|
34.1K
$3.67M
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.55K- 46.92% |
$309K - $345K
|
4.01K
$432K
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.05K- 16.87% |
$179K - $200K
|
10.1K
$1.09M
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.87K- 41.65% |
$163K - $182K
|
2.62K
$282K
|
|
Jul 10, 2024
Q2 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-1.19K- 1.78% |
$104K - $116K
|
65.8K
$7.1M
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-1.19K- 14.7% |
$104K - $116K
|
6.9K
$744K
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1K- 12.12% |
$87.2K - $97.4K
|
7.25K
$782K
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-875- 44.3% |
$76.3K - $85.2K
|
1.1K
$119K
|
|
Jul 08, 2024
Q2 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-750- 9.74% |
$65.4K - $73K
|
6.95K
$749K
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
SELL
|
- |
-714- 5.36% |
$62.3K - $69.5K
|
12.6K
$1.36M
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-550- 16.11% |
$48K - $53.6K
|
2.86K
$309K
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-375- 4.78% |
$32.7K - $36.5K
|
7.47K
$805K
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-300- 3.56% |
$26.2K - $29.2K
|
8.12K
$876K
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-252- 9.7% |
$22K - $24.5K
|
2.35K
$253K
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-208- 9.43% |
$18.1K - $20.3K
|
2K
$215K
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-200- 6.56% |
$17.4K - $19.5K
|
2.85K
$307K
|
|
Jul 12, 2024
Q2 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-109- 5.8% |
$9.51K - $10.6K
|
1.77K
$191K
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-100- 0.25% |
$8.72K - $9.74K
|
39.3K
$4.24M
|