Dynamic Advisor Solutions LLC Vanguard World Fd Esg U.S. Sto Transaction History

Dynamic Advisor Solutions LLC

  • $3.33 Billion
  • Q3 2025

A detailed history of Dynamic Advisor Solutions LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 7,159 shares of ESGV stock, worth $850,847. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,159
Previous 7,700 7.03%
Holding current value
$850,847
Previous $844,000 0.36%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 09, 2025
SELL
$109.47 - $119.06 $59,223 - $64,411
-541 Reduced 7.03%
7,159 $847,000
Q1 2025

Apr 16, 2025
BUY
$96.93 - $109.51 $746,361 - $843,227
7,700 New
7,700 $750,000
Q3 2024

Oct 07, 2024
SELL
$91.37 - $101.65 $130,567 - $145,257
-1,429 Reduced 13.66%
9,033 $918,000
Q2 2024

Jul 15, 2024
SELL
$87.24 - $97.37 $6,891 - $7,692
-79 Reduced 0.75%
10,462 $1.01 Million
Q1 2024

Apr 12, 2024
SELL
$83.14 - $93.19 $52,378 - $58,709
-630 Reduced 5.64%
10,541 $982,000
Q4 2023

Jan 10, 2024
SELL
$71.95 - $85.41 $126,416 - $150,065
-1,757 Reduced 13.59%
11,171 $950,000
Q3 2023

Oct 10, 2023
SELL
$74.65 - $81.1 $3,060 - $3,325
-41 Reduced 0.32%
12,928 $972,000
Q2 2023

Aug 03, 2023
BUY
$70.39 - $78.35 $114,524 - $127,475
1,627 Added 14.34%
12,969 $1.02 Million
Q1 2023

Apr 10, 2023
BUY
$65.27 - $73.55 $12,270 - $13,827
188 Added 1.69%
11,342 $813,000
Q4 2022

Jan 12, 2023
SELL
$62.41 - $70.74 $23,590 - $26,739
-378 Reduced 3.28%
11,154 $735 Million
Q3 2022

Oct 20, 2022
SELL
$62.91 - $76.54 $387,840 - $471,869
-6,165 Reduced 34.84%
11,532 $725,000
Q2 2022

Jul 27, 2022
BUY
$63.97 - $82.17 $2,111 - $2,711
33 Added 0.19%
17,697 $1.18 Million
Q1 2022

Apr 11, 2022
SELL
$74.15 - $88.3 $97,358 - $115,937
-1,313 Reduced 6.92%
17,664 $1.43 Million
Q4 2021

Jan 26, 2022
SELL
$79.7 - $88.45 $244,280 - $271,099
-3,065 Reduced 13.91%
18,977 $1.67 Million
Q3 2021

Oct 28, 2021
SELL
$79.36 - $84.88 $45,632 - $48,806
-575 Reduced 2.54%
22,042 $1.77 Million
Q2 2021

Aug 10, 2021
BUY
$74.71 - $80.04 $161,373 - $172,886
2,160 Added 10.56%
22,617 $1.81 Million
Q1 2021

Apr 27, 2021
BUY
$69.3 - $74.47 $152,460 - $163,834
2,200 Added 12.05%
20,457 $1.51 Million
Q4 2020

Feb 03, 2021
BUY
$60.54 - $70.17 $655,163 - $759,379
10,822 Added 145.55%
18,257 $1.28 Million
Q3 2020

Oct 27, 2020
BUY
$56.71 - $65.92 $421,638 - $490,115
7,435 New
7,435 $460,000

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
Track This Portfolio

Track Dynamic Advisor Solutions LLC Portfolio

Follow Dynamic Advisor Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email