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

New Edge Wealth, LLC

$5.59 Billion
Q4 2024

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 20,227 shares of ESGV stock, worth $1.97 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

20,227

Previous 19,952 1.38%

Holding current value

$1.97 Million

Previous $2.03 Million 4.59%

% of portfolio

0.04%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

621

Shares Held

28.6M

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