RETIREMENT CAPITAL STRATEGIES ESGV Holdings History
RETIREMENT CAPITAL STRATEGIES's Vanguard ESG U.S. Stock ETF Holding Summary
As of 2025-03-31, RETIREMENT CAPITAL STRATEGIES held 88,092.00 shares of Vanguard ESG U.S. Stock ETF(ESGV), totaling $8.63 Mil. This investment constitutes 3.37% of their stock portfolio, and RETIREMENT CAPITAL STRATEGIES now holds 0.09% of the outstanding Vanguard ESG U.S. Stock ETF(ESGV) stock.
The initial trade took place in 2021Q2. And since then RETIREMENT CAPITAL STRATEGIES has made 8 purchases of ESGV, at an average price of $77.97, for a total of 965,302.00 shares. In addition, there have been 8 sales at an average price of $82.05 for 877,210.00 shares. Based on historical transaction data and ESGV's current price of $111.28, RETIREMENT CAPITAL STRATEGIES's estimated gain on his ESGV holdings is $6.52 Mil, reflecting a 8.66% gain to date.
RETIREMENT CAPITAL STRATEGIES ESGV ($111.28) Holding Chart
RETIREMENT CAPITAL STRATEGIES 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
