Addison Advisors LLC ESGV Holdings History

Number of Shares
17,684.00
Current Holdings Value*
$1.73 Mil
% of Portfolio
0.47%
Total Estimate Gain
$509,829.76
% of Total Estimate Gain
11.52%

Addison Advisors LLC's Vanguard ESG U.S. Stock ETF Holding Summary

As of 2025-03-31, Addison Advisors LLC held 17,684.00 shares of Vanguard ESG U.S. Stock ETF(ESGV), totaling $1.73 Mil. This investment constitutes 0.47% of their stock portfolio, and Addison Advisors LLC now holds 0.02% of the outstanding Vanguard ESG U.S. Stock ETF(ESGV) stock.

The initial trade took place in 2021Q2. And since then Addison Advisors LLC has made 10 purchases of ESGV, at an average price of $78.59, for a total of 56,308.00 shares. In addition, there have been 5 sales at an average price of $76.56 for 38,624.00 shares. Based on historical transaction data and ESGV's current price of $111.88, Addison Advisors LLC's estimated gain on his ESGV holdings is $509,829.76, reflecting a 11.52% gain to date.

Addison Advisors LLC ESGV ($111.88) Holding Chart

Addison Advisors LLC ESGV ($111.88) 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 %

Top Ranked Articles

  • 1