Addison Advisors LLC ESGV Holdings History
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 $111.40, Addison Advisors LLC's estimated gain on his ESGV holdings is $501,429.86, reflecting a 11.33% gain to date.
Addison Advisors LLC ESGV ($111.40) Holding Chart
Addison Advisors LLC ESGV ($111.40) 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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