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

Modera Wealth Management, LLC

$8.42 Billion
Q3 2025

A detailed history of Modera Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Modera Wealth Management, LLC holds 29,120 shares of ESGV stock, worth $3.46 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

29,120

Previous 26,796 8.67%

Holding current value

$3.46 Million

Previous $2.94 Million 17.4%

% of portfolio

0.04%

Previous 0.04%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$109.47 - $119.06 $254,408 - $276,695	2,324 Added 8.67%	29,120 $3.45 Million
Q2 2025 Aug 06, 2025	BUY	$86.93 - $109.64 $167,948 - $211,824	1,932 Added 7.77%	26,796 $2.94 Million
Q1 2025 May 08, 2025	SELL	$96.93 - $109.51 $45,266 - $51,141	-467 Reduced 1.84%	24,864 $2.44 Million
Q4 2024 Feb 05, 2025	BUY	$100.18 - $109.1 $51,993 - $56,622	519 Added 2.09%	25,331 $2.66 Million
Q3 2024 Oct 24, 2024	BUY	$91.37 - $101.65 $51,349 - $57,127	562 Added 2.32%	24,812 $2.52 Million

Q2 2024 Jul 29, 2024	BUY	$87.24 - $97.37 $8,287 - $9,250	95 Added 0.39%	24,250 $2.34 Million
Q1 2024 May 14, 2024	SELL	$83.14 - $93.19 $21,117 - $23,670	-254 Reduced 1.04%	24,155 $2.25 Million
Q4 2023 Feb 14, 2024	SELL	$71.95 - $85.41 $46,839 - $55,601	-651 Reduced 2.6%	24,409 $2.08 Million
Q3 2023 Nov 01, 2023	BUY	$74.65 - $81.1 $31,129 - $33,818	417 Added 1.69%	25,060 $1.89 Million
Q2 2023 Aug 07, 2023	BUY	$70.39 - $78.35 $1.4 Million - $1.56 Million	19,870 Added 416.3%	24,643 $1.93 Million
Q1 2023 May 05, 2023	BUY	$65.27 - $73.55 $27,478 - $30,964	421 Added 9.67%	4,773 $342,000
Q4 2022 Feb 07, 2023	BUY	$62.41 - $70.74 $271,608 - $307,860	4,352 New	4,352 $286,000
Q2 2022 Jul 27, 2022	SELL	$63.97 - $82.17 $167,217 - $214,792	-2,614 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$74.15 - $88.3 $193,828 - $230,816	2,614 New	2,614 $212,000

Others Institutions Holding ESGV

# of Institutions

706

Shares Held

31.3M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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Modera Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History