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

Robertson Stephens Wealth Management, LLC

  • $3.21 Billion
  • Q3 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 14,166 shares of ESGV stock, worth $1.68 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,166
Previous 14,403 1.65%
Holding current value
$1.68 Million
Previous $1.58 Million 6.21%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 12, 2025
SELL
$109.47 - $119.06 $25,944 - $28,217
-237 Reduced 1.65%
14,166 $1.68 Million
Q2 2025

Jul 24, 2025
SELL
$86.93 - $109.64 $3,824 - $4,824
-44 Reduced 0.3%
14,403 $1.58 Million
Q1 2025

Apr 17, 2025
SELL
$96.93 - $109.51 $1,938 - $2,190
-20 Reduced 0.14%
14,447 $1.41 Million
Q4 2024

Jan 27, 2025
SELL
$100.18 - $109.1 $25,445 - $27,711
-254 Reduced 1.73%
14,467 $1.52 Million
Q3 2024

Nov 12, 2024
BUY
$91.37 - $101.65 $513,316 - $571,069
5,618 Added 61.72%
14,721 $1.5 Million
Q2 2024

Aug 13, 2024
BUY
$87.24 - $97.37 $83,139 - $92,793
953 Added 11.69%
9,103 $879,000
Q3 2023

Nov 13, 2023
SELL
$74.65 - $81.1 $366,531 - $398,201
-4,910 Reduced 37.6%
8,150 $613,000
Q2 2023

Aug 11, 2023
SELL
$70.39 - $78.35 $855,942 - $952,735
-12,160 Reduced 48.22%
13,060 $1.02 Million
Q4 2022

Feb 14, 2023
BUY
$62.41 - $70.74 $1.57 Million - $1.78 Million
25,220 New
25,220 $1.66 Million

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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