Root Financial Partners, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Root Financial Partners, LLC

  • $1.62 Trillion
  • Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Root Financial Partners, LLC holds 1,909 shares of ESGV stock, worth $226,884. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,909
Previous 2,259 15.49%
Holding current value
$226,884
Previous $248 Million 8.71%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 29, 2025
SELL
$109.47 - $119.06 $38,314 - $41,671
-350 Reduced 15.49%
1,909 $226 Million
Q2 2025

Aug 11, 2025
SELL
$86.93 - $109.64 $28,860 - $36,400
-332 Reduced 12.81%
2,259 $248 Million
Q4 2024

Jan 29, 2025
BUY
$100.18 - $109.1 $259,566 - $282,678
2,591 New
2,591 $272 Million

Others Institutions Holding ESGV

# of Institutions
704
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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