Octavia Wealth Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Octavia Wealth Advisors, LLC

  • $990 Million
  • Q3 2025

A detailed history of Octavia Wealth Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 2,393 shares of ESGV stock, worth $284,408. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,393
Previous 2,360 1.4%
Holding current value
$284,408
Previous $258,000 9.69%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 27, 2025
BUY
$109.47 - $119.06 $3,612 - $3,928
33 Added 1.4%
2,393 $283,000
Q2 2025

Jul 15, 2025
SELL
$86.93 - $109.64 $2,173 - $2,741
-25 Reduced 1.05%
2,360 $258,000
Q1 2025

Apr 14, 2025
BUY
$96.93 - $109.51 $23,747 - $26,829
245 Added 11.45%
2,385 $232,000
Q4 2024

Jan 17, 2025
BUY
$100.18 - $109.1 $214,385 - $233,474
2,140 New
2,140 $224,000

Others Institutions Holding ESGV

# of Institutions
706
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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