LifeGuide Financial Advisors, LLC ESGV Holdings History
LifeGuide Financial Advisors, LLC's Vanguard ESG U.S. Stock ETF Holding Summary
As of 2025-03-31, LifeGuide Financial Advisors, LLC held 147,729.00 shares of Vanguard ESG U.S. Stock ETF(ESGV), totaling $14.47 Mil. This investment constitutes 5.9% of their stock portfolio, and LifeGuide Financial Advisors, LLC now holds 0.13% of the outstanding Vanguard ESG U.S. Stock ETF(ESGV) stock.
The initial trade took place in 2023Q1. And since then LifeGuide Financial Advisors, LLC has made 9 purchases of ESGV, at an average price of $81.41, for a total of 147,729.00 shares. Based on historical transaction data and ESGV's current price of $111.01, LifeGuide Financial Advisors, LLC's estimated gain on his ESGV holdings is $4.37 Mil, reflecting a 36.36% gain to date.
LifeGuide Financial Advisors, LLC ESGV ($111.01) Holding Chart
LifeGuide Financial Advisors, LLC ESGV ($111.01) 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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