Cbiz Investment Advisory Services, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Cbiz Investment Advisory Services, LLC

$2.55 Billion
Q3 2025

A detailed history of Cbiz Investment Advisory Services, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 503 shares of ESGV stock, worth $59,781. This represents 0.0% of its overall portfolio holdings.

Number of Shares

503

Previous 503 -0.0%

Holding current value

$59,781

Previous $55,000 7.27%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$86.93 - $109.64 $260 - $328	3 Added 0.6%	503 $55,000
Q1 2025 Jun 03, 2025	BUY	$96.93 - $109.51 $48,465 - $54,755	500 New	500 $48,000
Q3 2024 Nov 12, 2024	BUY	$91.37 - $101.65 $39,654 - $44,116	434 Added 638.24%	502 $51,000
Q2 2024 Aug 09, 2024	SELL	$87.24 - $97.37 $5.76 Million - $6.42 Million	-65,970 Reduced 99.9%	68 $6,000
Q1 2024 May 13, 2024	SELL	$83.14 - $93.19 $166 - $186	-2 Reduced -0.0%	66,038 $6.15 Million

Q4 2023 Feb 09, 2024	SELL	$71.95 - $85.41 $2.03 Million - $2.41 Million	-28,225 Reduced 29.94%	66,040 $5.62 Million
Q1 2023 May 09, 2023	BUY	$65.27 - $73.55 $931,076 - $1.05 Million	14,265 Added 17.83%	94,265 $6.76 Million
Q3 2022 Nov 01, 2022	BUY	$62.91 - $76.54 $5.03 Million - $6.12 Million	80,000 New	80,000 $5.03 Million
Q4 2021 Feb 11, 2022	SELL	$79.7 - $88.45 $5,738 - $6,368	-72 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$69.3 - $74.47 $4,989 - $5,361	72 New	72 $5,000

Others Institutions Holding ESGV

# of Institutions

719

Shares Held

32.1M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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Cbiz Investment Advisory Services, LLC Vanguard World Fd Esg U.S. Sto Transaction History