Silver Oak Wealth Advisors Services, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Silver Oak Wealth Advisors Services, LLC

$152 Billion
Q3 2025

A detailed history of Silver Oak Wealth Advisors Services, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Silver Oak Wealth Advisors Services, LLC holds 149,059 shares of ESGV stock, worth $17.7 Million. This represents 11.63% of its overall portfolio holdings.

Number of Shares

149,059

Previous 148,866 0.13%

Holding current value

$17.7 Million

Previous $16.3 Billion 8.17%

% of portfolio

11.63%

Previous 11.76%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$109.47 - $119.06 $21,127 - $22,978	193 Added 0.13%	149,059 $17.7 Billion
Q2 2025 Jul 30, 2025	SELL	$86.93 - $109.64 $2.45 Million - $3.09 Million	-28,225 Reduced 15.94%	148,866 $16.3 Billion
Q1 2025 Apr 28, 2025	BUY	$96.93 - $109.51 $69,789 - $78,847	720 Added 0.41%	177,091 $17.3 Billion
Q4 2024 Mar 13, 2025	BUY	$100.18 - $109.1 $17.7 Million - $19.2 Million	176,371 New	176,371 $18.5 Billion

Others Institutions Holding ESGV

# of Institutions

705

Shares Held

31.3M

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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Silver Oak Wealth Advisors Services, LLC Vanguard World Fd Esg U.S. Sto Transaction History