Sonoma Private Wealth LLC Vanguard World Fd Esg U.S. Sto Transaction History

Sonoma Private Wealth LLC

$83.7 Billion
Q3 2025

A detailed history of Sonoma Private Wealth LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 2,508 shares of ESGV stock, worth $298,075. This represents 0.35% of its overall portfolio holdings.

Number of Shares

2,508

Previous 2,848 11.94%

Holding current value

$298,075

Previous $312 Million 4.87%

% of portfolio

0.35%

Previous 0.38%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$109.47 - $119.06 $37,219 - $40,480	-340 Reduced 11.94%	2,508 $297 Million
Q1 2025 May 15, 2025	SELL	$96.93 - $109.51 $11,922 - $13,469	-123 Reduced 4.14%	2,848 $279 Million
Q2 2024 Aug 14, 2024	BUY	$87.24 - $97.37 $87 - $97	1 Added 0.03%	2,971 $287 Million
Q1 2024 May 09, 2024	BUY	$83.14 - $93.19 $4,905 - $5,498	59 Added 2.03%	2,970 $277 Million
Q4 2023 Feb 12, 2024	SELL	$71.95 - $85.41 $6,907 - $8,199	-96 Reduced 3.19%	2,911 $248 Million

Q2 2023 Aug 14, 2023	BUY	$70.39 - $78.35 $4,364 - $4,857	62 Added 2.11%	3,007 $236 Million
Q1 2023 May 10, 2023	BUY	$65.27 - $73.55 $192,220 - $216,604	2,945 New	2,945 $211 Million

Others Institutions Holding ESGV

# of Institutions

704

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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Sonoma Private Wealth LLC Vanguard World Fd Esg U.S. Sto Transaction History