Bogart Wealth, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Bogart Wealth, LLC

$2.46 Billion
Q3 2025

A detailed history of Bogart Wealth, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Bogart Wealth, LLC holds 189 shares of ESGV stock, worth $22,462. This represents 0.0% of its overall portfolio holdings.

Number of Shares

189

Previous 177 6.78%

Holding current value

$22,462

Previous $19,000 15.79%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$109.47 - $119.06 $1,313 - $1,428	12 Added 6.78%	189 $22,000
Q2 2025 Jul 29, 2025	BUY	$86.93 - $109.64 $347 - $438	4 Added 2.31%	177 $19,000
Q1 2025 May 01, 2025	BUY	$96.93 - $109.51 $96 - $109	1 Added 0.58%	173 $16,000
Q4 2024 Jan 29, 2025	BUY	$100.18 - $109.1 $2,103 - $2,291	21 Added 13.91%	172 $18,000
Q3 2024 Oct 22, 2024	BUY	$91.37 - $101.65 $9,045 - $10,063	99 Added 190.38%	151 $15,000

Q2 2024 Jul 31, 2024	BUY	$87.24 - $97.37 $785 - $876	9 Added 20.93%	52 $5,000
Q1 2024 Apr 25, 2024	BUY	$83.14 - $93.19 $3,575 - $4,007	43 New	43 $4,000

Others Institutions Holding ESGV

# of Institutions

704

Shares Held

31.3M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

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Bogart Wealth, LLC Vanguard World Fd Esg U.S. Sto Transaction History