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

Level Wealth Management LLC

  • $190 Billion
  • Q3 2025

A detailed history of Level Wealth Management LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Level Wealth Management LLC holds 1,968 shares of ESGV stock, worth $233,896. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,968
Previous 1,964 0.2%
Holding current value
$233,896
Previous $215 Million 8.28%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Oct 23, 2025
BUY
$109.47 - $119.06 $437 - $476
4 Added 0.2%
1,968 $233 Million
Q2 2025

Jul 29, 2025
BUY
$86.93 - $109.64 $170,730 - $215,332
1,964 New
1,964 $215 Million
Q4 2024

Jan 24, 2025
BUY
$100.18 - $109.1 $195,751 - $213,181
1,954 New
1,954 $205 Million

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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