Us Financial Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Us Financial Advisors, LLC

$338 Million
Q1 2025

A detailed history of Us Financial Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Us Financial Advisors, LLC holds 13,632 shares of ESGV stock, worth $1.62 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

13,632

Previous 12,903 5.65%

Holding current value

$1.62 Million

Previous $1.35 Million 1.33%

% of portfolio

0.39%

Previous 0.42%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$96.93 - $109.51 $70,661 - $79,832	729 Added 5.65%	13,632 $1.34 Million
Q4 2024 Feb 13, 2025	SELL	$100.18 - $109.1 $38,168 - $41,567	-381 Reduced 2.87%	12,903 $1.35 Million
Q3 2024 Oct 31, 2024	SELL	$91.37 - $101.65 $259,308 - $288,482	-2,838 Reduced 17.6%	13,284 $1.35 Million
Q2 2024 Aug 01, 2024	SELL	$87.24 - $97.37 $84,622 - $94,448	-970 Reduced 5.68%	16,122 $1.56 Million
Q1 2024 May 13, 2024	BUY	$83.14 - $93.19 $34,586 - $38,767	416 Added 2.49%	17,092 $1.59 Million

Q4 2023 Feb 07, 2024	BUY	$71.95 - $85.41 $77,777 - $92,328	1,081 Added 6.93%	16,676 $1.42 Million
Q3 2023 Nov 09, 2023	BUY	$74.65 - $81.1 $86,594 - $94,076	1,160 Added 8.04%	15,595 $1.17 Million
Q2 2023 Aug 09, 2023	SELL	$70.39 - $78.35 $34,350 - $38,234	-488 Reduced 3.27%	14,435 $1.13 Million
Q1 2023 May 04, 2023	BUY	$65.27 - $73.55 $1,697 - $1,912	26 Added 0.17%	14,923 $1.07 Million
Q4 2022 Jan 26, 2023	BUY	$62.41 - $70.74 $929,721 - $1.05 Million	14,897 New	14,897 $0

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
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Us Financial Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History