Integrated Wealth Concepts LLC Vanguard World Fd Esg U.S. Sto Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 2,921 shares of ESGV stock, worth $347,160. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,921
Previous 2,900 0.72%
Holding current value
$347,160
Previous $317,000 8.83%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
$109.47 - $119.06 $2,298 - $2,500
21 Added 0.72%
2,921 $345,000
Q2 2025

Aug 14, 2025
BUY
$86.93 - $109.64 $434 - $548
5 Added 0.17%
2,900 $317,000
Q1 2025

May 15, 2025
SELL
$96.93 - $109.51 $45,847 - $51,798
-473 Reduced 14.04%
2,895 $283,000
Q4 2024

Feb 14, 2025
BUY
$100.18 - $109.1 $337,406 - $367,448
3,368 New
3,368 $353,000
Q1 2023

May 03, 2023
BUY
$65.27 - $73.55 $190,523 - $214,692
2,919 New
2,919 $209,000

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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