Olde Wealth Management, LLC ESGV Holdings History
Olde Wealth Management, LLC's Vanguard ESG U.S. Stock ETF Holding Summary
As of 2025-03-31, Olde Wealth Management, LLC held 254,139.00 shares of Vanguard ESG U.S. Stock ETF(ESGV), totaling $24.89 Mil. This investment constitutes 8.78% of their stock portfolio, and Olde Wealth Management, LLC now holds 0.27% of the outstanding Vanguard ESG U.S. Stock ETF(ESGV) stock.
The initial trade took place in 2021Q2. And since then Olde Wealth Management, LLC has made 11 purchases of ESGV, at an average price of $76.19, for a total of 274,020.00 shares. In addition, there have been 5 sales at an average price of $88.90 for 19,881.00 shares. Based on historical transaction data and ESGV's current price of $111.28, Olde Wealth Management, LLC's estimated gain on his ESGV holdings is $9.17 Mil, reflecting a 43.92% gain to date.
Olde Wealth Management, LLC ESGV ($111.28) Holding Chart
Olde Wealth Management, LLC ESGV ($111.28) 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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