Ibex Wealth Advisors Vanguard World Fd Esg U.S. Sto Transaction History

Ibex Wealth Advisors

  • $995 Million
  • Q3 2025

A detailed history of Ibex Wealth Advisors transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Ibex Wealth Advisors holds 3,461 shares of ESGV stock, worth $411,339. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,461
Previous 3,444 0.49%
Holding current value
$411,339
Previous $377,000 8.49%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 12, 2025
BUY
$109.47 - $119.06 $1,860 - $2,024
17 Added 0.49%
3,461 $409,000
Q2 2025

Aug 07, 2025
BUY
$86.93 - $109.64 $299,386 - $377,600
3,444 New
3,444 $377,000
Q4 2024

Jan 23, 2025
BUY
$100.18 - $109.1 $329,892 - $359,266
3,293 New
3,293 $345,000
Q4 2022

Feb 06, 2023
BUY
$62.41 - $70.74 $202,645 - $229,692
3,247 New
3,247 $214,000
Q4 2021

Feb 22, 2022
SELL
$79.7 - $88.45 $10,839 - $12,029
-136 Closed
0 $0
Q3 2021

Nov 12, 2021
BUY
$79.36 - $84.88 $10,792 - $11,543
136 New
136 $11,000

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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