Summit Wealth Group, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Summit Wealth Group, LLC

$398 Million
Q3 2025

A detailed history of Summit Wealth Group, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Summit Wealth Group, LLC holds 19,815 shares of ESGV stock, worth $2.36 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

19,815

Previous 20,847 4.95%

Holding current value

$2.36 Million

Previous $2.29 Million 2.62%

% of portfolio

0.59%

Previous 0.59%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$109.47 - $119.06 $112,973 - $122,869	-1,032 Reduced 4.95%	19,815 $2.35 Million
Q2 2025 Aug 06, 2025	BUY	$86.93 - $109.64 $51,288 - $64,687	590 Added 2.91%	20,847 $2.29 Million
Q4 2024 Feb 04, 2025	SELL	$100.18 - $109.1 $381,785 - $415,780	-3,811 Reduced 15.83%	20,257 $2.13 Million
Q2 2024 Jul 31, 2024	BUY	$87.24 - $97.37 $2.1 Million - $2.34 Million	24,068 New	24,068 $2.33 Million
Q2 2023 Jul 26, 2023	SELL	$70.39 - $78.35 $24.7 Million - $27.5 Million	-351,176 Reduced 93.6%	24,011 $1.88 Million

Q1 2023 May 10, 2023	BUY	$65.27 - $73.55 $24.5 Million - $27.6 Million	375,187 New	375,187 $5,000

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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Summit Wealth Group, LLC Vanguard World Fd Esg U.S. Sto Transaction History