Dakota Wealth Management Vanguard World Fd Esg U.S. Sto Transaction History

Dakota Wealth Management

  • $5.42 Billion
  • Q4 2025

A detailed history of Dakota Wealth Management transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Dakota Wealth Management holds 3,750 shares of ESGV stock, worth $445,687. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,750
Previous 5,664 33.79%
Holding current value
$445,687
Previous $670,000 33.58%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
SELL
$116.0 - $122.39 $222,024 - $234,254
-1,914 Reduced 33.79%
3,750 $445,000
Q3 2025

Nov 10, 2025
BUY
$109.47 - $119.06 $290,861 - $316,342
2,657 Added 88.36%
5,664 $670,000
Q2 2025

Jul 16, 2025
BUY
$86.93 - $109.64 $43,638 - $55,039
502 Added 20.04%
3,007 $329,000
Q4 2024

Jan 17, 2025
BUY
$100.18 - $109.1 $250,950 - $273,295
2,505 New
2,505 $262,000
Q2 2022

Aug 05, 2022
SELL
$63.97 - $82.17 $265,475 - $341,005
-4,150 Closed
0 $0
Q1 2022

May 13, 2022
SELL
$74.15 - $88.3 $42,265 - $50,331
-570 Reduced 12.08%
4,150 $336,000
Q4 2021

Feb 10, 2022
BUY
$79.7 - $88.45 $107,595 - $119,407
1,350 Added 40.06%
4,720 $415,000
Q3 2021

Nov 15, 2021
BUY
$79.36 - $84.88 $7,936 - $8,488
100 Added 3.06%
3,370 $270,000
Q2 2021

Aug 02, 2021
BUY
$74.71 - $80.04 $7,470 - $8,004
100 Added 3.15%
3,270 $262,000
Q4 2020

Feb 12, 2021
BUY
$60.54 - $70.17 $191,911 - $222,438
3,170 New
3,170 $222,000

Others Institutions Holding ESGV

# of Institutions
712
Shares Held
31.4M
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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