Quantum Financial Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Quantum Financial Advisors, LLC

  • $523 Million
  • Q3 2025

A detailed history of Quantum Financial Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 3,357 shares of ESGV stock, worth $398,979. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,357
Previous 3,357 -0.0%
Holding current value
$398,979
Previous $368,000 7.88%
% of portfolio
0.08%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
$96.93 - $109.51 $969 - $1,095
10 Added 0.3%
3,357 $327,000
Q4 2024

Jan 13, 2025
BUY
$100.18 - $109.1 $335,302 - $365,157
3,347 New
3,347 $351,000

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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