Joel Adams & Associates, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Joel Adams & Associates, Inc.

  • $133 Billion
  • Q4 2025

A detailed history of Joel Adams & Associates, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 9,257 shares of ESGV stock, worth $1.1 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
9,257
Previous 9,026 2.56%
Holding current value
$1.1 Million
Previous $1.07 Billion 4.74%
% of portfolio
0.84%
Previous 0.86%

Shares

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

Jan 27, 2026
BUY
$116.0 - $122.39 $26,796 - $28,272
231 Added 2.56%
9,257 $1.12 Billion
Q3 2025

Nov 06, 2025
BUY
$109.47 - $119.06 $1,313 - $1,428
12 Added 0.13%
9,026 $1.07 Billion
Q2 2025

Jul 25, 2025
BUY
$86.93 - $109.64 $444,212 - $560,260
5,110 Added 130.89%
9,014 $988 Million
Q4 2024

Jan 31, 2025
BUY
$100.18 - $109.1 $391,102 - $425,926
3,904 New
3,904 $409 Million

Others Institutions Holding ESGV

# of Institutions
719
Shares Held
32.1M
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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