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

Cherrydale Wealth Management, LLC

  • $312 Million
  • Q3 2025

A detailed history of Cherrydale Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Cherrydale Wealth Management, LLC holds 7,585 shares of ESGV stock, worth $901,477. This represents 0.29% of its overall portfolio holdings.

Number of Shares
7,585
Previous 7,567 0.24%
Holding current value
$901,477
Previous $829,000 8.32%
% of portfolio
0.29%
Previous 0.29%

Shares

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

Oct 14, 2025
BUY
$109.47 - $119.06 $1,970 - $2,143
18 Added 0.24%
7,585 $898,000
Q2 2025

Jul 14, 2025
BUY
$86.93 - $109.64 $1,651 - $2,083
19 Added 0.25%
7,567 $829,000
Q1 2025

Apr 14, 2025
BUY
$96.93 - $109.51 $1,938 - $2,190
20 Added 0.27%
7,548 $736,000
Q4 2024

Jan 15, 2025
BUY
$100.18 - $109.1 $74,834 - $81,497
747 Added 11.02%
7,528 $789,000
Q3 2024

Oct 11, 2024
BUY
$91.37 - $101.65 $1,736 - $1,931
19 Added 0.28%
6,781 $689,000
Q2 2024

Jul 11, 2024
SELL
$87.24 - $97.37 $652,293 - $728,035
-7,477 Reduced 52.51%
6,762 $653,000
Q1 2024

Apr 12, 2024
BUY
$83.14 - $93.19 $89,209 - $99,992
1,073 Added 8.15%
14,239 $1.33 Million
Q4 2023

Jan 08, 2024
BUY
$71.95 - $85.41 $9,137 - $10,847
127 Added 0.97%
13,166 $1.12 Million
Q3 2023

Oct 10, 2023
BUY
$74.65 - $81.1 $18,961 - $20,599
254 Added 1.99%
13,039 $980,000
Q2 2023

Jul 17, 2023
BUY
$70.39 - $78.35 $2,393 - $2,663
34 Added 0.27%
12,785 $1 Million
Q1 2023

Apr 14, 2023
BUY
$65.27 - $73.55 $2,349 - $2,647
36 Added 0.28%
12,751 $914,000
Q4 2022

Jan 18, 2023
BUY
$62.41 - $70.74 $170,067 - $192,766
2,725 Added 27.28%
12,715 $0
Q3 2022

Oct 24, 2022
BUY
$62.91 - $76.54 $2,201 - $2,678
35 Added 0.35%
9,990 $628,000
Q2 2022

Jul 07, 2022
SELL
$63.97 - $82.17 $291,447 - $374,366
-4,556 Reduced 31.4%
9,955 $661,000
Q1 2022

Apr 26, 2022
BUY
$74.15 - $88.3 $18,092 - $21,545
244 Added 1.71%
14,511 $1.18 Million
Q4 2021

Feb 01, 2022
BUY
$79.7 - $88.45 $1.14 Million - $1.26 Million
14,267 New
14,267 $1.25 Million

Others Institutions Holding ESGV

# of Institutions
704
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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