Mc Clarren Financial Advisors, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Mc Clarren Financial Advisors, Inc.

$159 Million
Q4 2025

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 8,515 shares of ESGV stock, worth $1.01 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

8,515

Previous 29,225 70.86%

Holding current value

$1.01 Million

Previous $3.46 Million 70.76%

% of portfolio

0.64%

Previous 2.26%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	SELL	$116.0 - $122.39 $2.4 Million - $2.53 Million	-20,710 Reduced 70.86%	8,515 $1.01 Million
Q3 2025 Oct 15, 2025	SELL	$109.47 - $119.06 $727,209 - $790,915	-6,643 Reduced 18.52%	29,225 $3.46 Million
Q2 2025 Aug 07, 2025	BUY	$86.93 - $109.64 $440,300 - $555,326	5,065 Added 16.44%	35,868 $3.93 Million
Q1 2025 May 09, 2025	BUY	$96.93 - $109.51 $2.99 Million - $3.37 Million	30,803 New	30,803 $3.52 Million
Q3 2024 Oct 18, 2024	BUY	$91.37 - $101.65 $2.71 Million - $3.02 Million	29,692 Added 960.6%	32,783 $38.6 Million

Q2 2024 Jul 26, 2024	SELL	$87.24 - $97.37 $2.7 Million - $3.01 Million	-30,910 Reduced 90.91%	3,091 $3.33 Million
Q1 2024 Jul 26, 2024	BUY	$83.14 - $93.19 $2.59 Million - $2.91 Million	31,205 Added 1116.06%	34,001 $3.17 Million
Q1 2024 May 03, 2024	SELL	$83.14 - $93.19 $2.57 Million - $2.88 Million	-30,881 Reduced 91.7%	2,796 $3.17 Million
Q4 2023 Feb 02, 2024	BUY	$71.95 - $85.41 $439,470 - $521,684	6,108 Added 22.16%	33,677 $2.87 Million
Q3 2023 Nov 03, 2023	BUY	$74.65 - $81.1 $438,195 - $476,056	5,870 Added 27.05%	27,569 $2.07 Million
Q2 2023 Aug 04, 2023	BUY	$70.39 - $78.35 $184,492 - $205,355	2,621 Added 13.74%	21,699 $1.7 Million
Q1 2023 May 05, 2023	BUY	$65.27 - $73.55 $21,669 - $24,418	332 Added 1.77%	19,078 $1.36 Million
Q4 2022 Jan 30, 2023	BUY	$62.41 - $70.74 $239,716 - $271,712	3,841 Added 25.77%	18,746 $1.23 Million
Q3 2022 Oct 31, 2022	BUY	$62.91 - $76.54 $341,098 - $414,999	5,422 Added 57.18%	14,905 $937,000
Q2 2022 Aug 11, 2022	SELL	$63.97 - $82.17 $338,785 - $435,172	-5,296 Reduced 35.83%	9,483 $628,000
Q1 2022 Apr 29, 2022	SELL	$74.15 - $88.3 $3,929 - $4,679	-53 Reduced 0.36%	14,779 $1.2 Million
Q4 2021 Jan 19, 2022	BUY	$79.7 - $88.45 $67,665 - $75,094	849 Added 6.07%	14,832 $1.3 Million
Q3 2021 Oct 15, 2021	SELL	$79.36 - $84.88 $25,792 - $27,586	-325 Reduced 2.27%	13,983 $1.12 Million
Q2 2021 Jul 23, 2021	BUY	$74.71 - $80.04 $6,275 - $6,723	84 Added 0.59%	14,308 $1.14 Million
Q1 2021 Apr 21, 2021	BUY	$69.3 - $74.47 $13,860 - $14,894	200 Added 1.43%	14,224 $1.05 Million
Q4 2020 Jan 29, 2021	BUY	$60.54 - $70.17 $849,012 - $984,064	14,024 New	14,024 $984,000

Others Institutions Holding ESGV

# of Institutions

715

Shares Held

31.9M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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Mc Clarren Financial Advisors, Inc. Vanguard World Fd Esg U.S. Sto Transaction History