Clarity Asset Management, Inc. ESGV Holdings History
Clarity Asset Management, Inc.'s Vanguard ESG U.S. Stock ETF Holding Summary
As of 2025-03-31, Clarity Asset Management, Inc. held 195,970.00 shares of Vanguard ESG U.S. Stock ETF(ESGV), totaling $19.20 Mil. This investment constitutes 12.36% of their stock portfolio, and Clarity Asset Management, Inc. now holds 0.2% of the outstanding Vanguard ESG U.S. Stock ETF(ESGV) stock.
The initial trade took place in 2023Q4. And since then Clarity Asset Management, Inc. has made 4 purchases of ESGV, at an average price of $91.40, for a total of 200,476.00 shares. In addition, there have been 1 sales at an average price of $104.99 for 4,506.00 shares. Based on historical transaction data and ESGV's current price of $112.42, Clarity Asset Management, Inc.'s estimated gain on his ESGV holdings is $4.18 Mil, reflecting a 22.82% gain to date.
Clarity Asset Management, Inc. ESGV ($112.42) Holding Chart
Clarity Asset Management, Inc. ESGV ($112.42) 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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