ATMOS ADVISORY, LLC ESGV Holdings History
ATMOS ADVISORY, LLC's Vanguard ESG U.S. Stock ETF Holding Summary
As of 2025-03-31, ATMOS ADVISORY, LLC held 40,704.00 shares of Vanguard ESG U.S. Stock ETF(ESGV), totaling $3.99 Mil. This investment constitutes 2.68% of their stock portfolio, and ATMOS ADVISORY, LLC now holds 0.04% of the outstanding Vanguard ESG U.S. Stock ETF(ESGV) stock.
The initial trade took place in 2021Q4. And since then ATMOS ADVISORY, LLC has made 2 purchases of ESGV, at an average price of $86.44, for a total of 55,197.00 shares. In addition, there have been 8 sales at an average price of $81.63 for 14,493.00 shares. Based on historical transaction data and ESGV's current price of $110.63, ATMOS ADVISORY, LLC's estimated gain on his ESGV holdings is $915,027.92, reflecting a 19.18% gain to date.
ATMOS ADVISORY, LLC ESGV ($110.63) Holding Chart
ATMOS ADVISORY, LLC ESGV ($110.63) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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