Prime Buchholz LLC ESGV Holdings History

Number of Shares
117,758.00
Current Holdings Value*
$11.53 Mil
% of Portfolio
4.03%
Total Estimate Gain
$942,982.51
% of Total Estimate Gain
7.66%

Prime Buchholz LLC's Vanguard ESG U.S. Stock ETF Holding Summary

As of 2025-03-31, Prime Buchholz LLC held 117,758.00 shares of Vanguard ESG U.S. Stock ETF(ESGV), totaling $11.53 Mil. This investment constitutes 4.03% of their stock portfolio, and Prime Buchholz LLC now holds 0.11% of the outstanding Vanguard ESG U.S. Stock ETF(ESGV) stock.

The initial trade took place in 2025Q1. And since then Prime Buchholz LLC has made 1 purchases of ESGV, at an average price of $104.56, for a total of 117,758.00 shares. Based on historical transaction data and ESGV's current price of $112.57, Prime Buchholz LLC's estimated gain on his ESGV holdings is $942,982.51, reflecting a 7.66% gain to date.

Prime Buchholz LLC ESGV ($112.57) Holding Chart

Prime Buchholz LLC ESGV ($112.57) 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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