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

Towerpoint Wealth, LLC

$239 Million
Q3 2025

A detailed history of Towerpoint Wealth, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 6,381 shares of ESGV stock, worth $758,381. This represents 0.32% of its overall portfolio holdings.

Number of Shares

6,381

Previous 5,639 13.16%

Holding current value

$758,381

Previous $618,000 22.17%

% of portfolio

0.32%

Previous 0.28%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	BUY	$109.47 - $119.06 $81,226 - $88,342	742 Added 13.16%	6,381 $755,000
Q2 2025 Jul 09, 2025	BUY	$86.93 - $109.64 $10,605 - $13,376	122 Added 2.21%	5,639 $618,000
Q1 2025 Apr 09, 2025	BUY	$96.93 - $109.51 $230,499 - $260,414	2,378 Added 75.76%	5,517 $537,000
Q4 2024 Jan 14, 2025	BUY	$100.18 - $109.1 $76,136 - $82,916	760 Added 31.95%	3,139 $329,000
Q3 2024 Oct 09, 2024	SELL	$91.37 - $101.65 $17,817 - $19,821	-195 Reduced 7.58%	2,379 $241,000

Q2 2024 Jul 12, 2024	BUY	$87.24 - $97.37 $436 - $486	5 Added 0.19%	2,574 $248,000
Q1 2024 Apr 15, 2024	SELL	$83.14 - $93.19 $39,408 - $44,172	-474 Reduced 15.58%	2,569 $239,000
Q4 2023 Jan 23, 2024	BUY	$71.95 - $85.41 $503 - $597	7 Added 0.23%	3,043 $258,000
Q3 2023 Oct 10, 2023	BUY	$74.65 - $81.1 $226,637 - $246,219	3,036 New	3,036 $228,000

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