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 |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q1 2023
|
Ashford Advisors, LLC
|
SELL
|
- |
-11.2K- 29.46% |
$729K - $821K
|
26.7K
$2.88M
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.93K- 32.31% |
$191K - $215K
|
6.13K
$661K
|
|
Aug 14, 2023
Q1 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-1.34K- 21.51% |
$87.3K - $98.3K
|
4.88K
$526K
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-89- 7.52% |
$5.81K - $6.55K
|
1.09K
$118K
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-37- 56.92% |
$2.41K - $2.72K
|
28
$3.02K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-35- 7.0% |
$2.28K - $2.57K
|
465
$50.1K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-31- 5.07% |
$2.02K - $2.28K
|
580
$62.5K
|
|
Q4 2022 | |||||||
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-39.4K- 73.99% |
$2.46M - $2.79M
|
13.9K
$1.49M
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
SELL
|
- |
-14.9K- 32.83% |
$929K - $1.05M
|
30.5K
$3.28M
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.21K- 61.3% |
$75.3K - $85.4K
|
762
$82.2K
|
|
Dec 19, 2024
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-873Closed |
$54.5K - $61.8K
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-651- 16.36% |
$40.6K - $46.1K
|
3.33K
$359K
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-186- 22.01% |
$11.6K - $13.2K
|
659
$71K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-117- 0.95% |
$7.3K - $8.28K
|
12.2K
$1.31M
|
|
Q3 2022 | |||||||
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-12.3K- 44.08% |
$773K - $940K
|
15.6K
$1.68M
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-5.03KClosed |
$316K - $385K
|
0
$0
|
|
May 15, 2023
Q3 2022
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-4.02KClosed |
$253K - $308K
|
0
$0
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-3.69KClosed |
$232K - $283K
|
0
$0
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.61KClosed |
$227K - $277K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.6K- 18.67% |
$101K - $122K
|
6.97K
$752K
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-935- 10.51% |
$58.8K - $71.6K
|
7.96K
$858K
|
|
Oct 07, 2022
Q3 2022
|
Flower City Capital
|
SELL
|
- |
-365- 9.98% |
$23K - $27.9K
|
3.29K
$355K
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
SELL
|
- |
-208- 0.96% |
$13.1K - $15.9K
|
21.5K
$2.32M
|
|
Oct 20, 2022
Q3 2022
|
Refined Wealth Management
|
SELL
|
- |
-58- 1.69% |
$3.65K - $4.44K
|
3.37K
$363K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-8- 0.02% |
$503 - $612
|
32.8K
$3.53M
|
|
Q2 2022 | |||||||
Aug 05, 2022
Q2 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-24.6KClosed |
$1.57M - $2.02M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-20.6KClosed |
$1.32M - $1.7M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Schwab Charitable Fund
|
SELL
|
- |
-12.9KClosed |
$826K - $1.06M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-10KClosed |
$640K - $822K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-5.69KClosed |
$364K - $468K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-4.15KClosed |
$265K - $341K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ethic Inc.
New York, NY |
SELL
|
- |
-3.61KClosed |
$231K - $297K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.34KClosed |
$214K - $274K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-2.88KClosed |
$184K - $237K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-2.87KClosed |
$183K - $236K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-2.73KClosed |
$174K - $224K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-2.71KClosed |
$173K - $223K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
SELL
|
- |
-2.5KClosed |
$160K - $206K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.36KClosed |
$151K - $194K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.51KClosed |
$96.4K - $124K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-908Closed |
$58.1K - $74.6K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-775Closed |
$49.6K - $63.7K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-386- 7.62% |
$24.7K - $31.7K
|
4.68K
$504K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-350Closed |
$22.4K - $28.8K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-250- 71.43% |
$16K - $20.5K
|
100
$10.8K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-150Closed |
$9.6K - $12.3K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-9- 0.17% |
$576 - $740
|
5.39K
$581K
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-5Closed |
$320 - $411
|
0
$0
|
|
Q1 2022 | |||||||
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-106KClosed |
$7.86M - $9.36M
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-42.3KClosed |
$3.13M - $3.73M
|
0
$0
|