New Edge Wealth, LLC Vanguard World Fd Esg U.S. Sto Transaction History

New Edge Wealth, LLC

$6.58 Billion
Q3 2025

A detailed history of New Edge Wealth, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, New Edge Wealth, LLC holds 19,620 shares of ESGV stock, worth $2.33 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

19,620

Previous 20,034 2.07%

Holding current value

$2.33 Million

Previous $2.2 Million 5.78%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$109.47 - $119.06 $45,320 - $49,290	-414 Reduced 2.07%	19,620 $2.32 Million
Q2 2025 Aug 11, 2025	SELL	$86.93 - $109.64 $214,717 - $270,810	-2,470 Reduced 10.98%	20,034 $2.2 Million
Q1 2025 May 09, 2025	BUY	$96.93 - $109.51 $220,709 - $249,354	2,277 Added 11.26%	22,504 $2.2 Million
Q4 2024 Feb 04, 2025	BUY	$100.18 - $109.1 $27,549 - $30,002	275 Added 1.38%	20,227 $2.12 Million
Q3 2024 Nov 12, 2024	BUY	$91.37 - $101.65 $83,603 - $93,009	915 Added 4.81%	19,952 $2.03 Million

Q1 2024 May 06, 2024	BUY	$83.14 - $93.19 $98,105 - $109,964	1,180 Added 6.61%	19,037 $1.77 Million
Q4 2023 Jan 29, 2024	BUY	$71.95 - $85.41 $8,777 - $10,420	122 Added 0.69%	17,857 $1.52 Million
Q3 2023 Nov 08, 2023	BUY	$74.65 - $81.1 $1.32 Million - $1.44 Million	17,735 New	17,735 $1.33 Million

Others Institutions Holding ESGV

# of Institutions

704

Shares Held

31.3M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

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New Edge Wealth, LLC Vanguard World Fd Esg U.S. Sto Transaction History