Brio Consultants, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Brio Consultants, LLC

  • $706 Million
  • Q3 2025

A detailed history of Brio Consultants, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Brio Consultants, LLC holds 2,851 shares of ESGV stock, worth $338,841. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,851
Previous 3,093 7.82%
Holding current value
$338,841
Previous $339,000 0.59%
% of portfolio
0.05%
Previous 0.05%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$109.47 - $119.06 $26,491 - $28,812
-242 Reduced 7.82%
2,851 $337,000
Q2 2025

Aug 07, 2025
SELL
$86.93 - $109.64 $343,025 - $432,639
-3,946 Reduced 56.06%
3,093 $339,000
Q1 2025

Jul 07, 2025
BUY
$96.93 - $109.51 $682,290 - $770,840
7,039 New
7,039 $689,000
Q4 2024

Jan 24, 2025
BUY
$100.18 - $109.1 $242,235 - $263,803
2,418 New
2,418 $253,000
Q4 2023

Feb 02, 2024
BUY
$71.95 - $85.41 $791 - $939
11 Added 0.38%
2,940 $250,000
Q3 2023

Oct 27, 2023
BUY
$74.65 - $81.1 $671 - $729
9 Added 0.31%
2,929 $220,000
Q2 2023

Aug 09, 2023
BUY
$70.39 - $78.35 $205,538 - $228,781
2,920 New
2,920 $228,000
Q2 2022

Jul 14, 2022
BUY
$63.97 - $82.17 $615,455 - $790,557
9,621 New
9,621 $644,000

Others Institutions Holding ESGV

# of Institutions
706
Shares Held
31.3M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG U.S. STO

ESGV Quotes by TradingView
  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
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