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

Vsm Wealth Advisory, LLC

  • $322 Billion
  • Q3 2025

A detailed history of Vsm Wealth Advisory, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 5,152 shares of ESGV stock, worth $612,315. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,152
Previous 6,018 14.39%
Holding current value
$612,315
Previous $660 Million 7.53%
% of portfolio
0.19%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$109.47 - $119.06 $94,801 - $103,105
-866 Reduced 14.39%
5,152 $610 Million
Q2 2025

Aug 11, 2025
SELL
$86.93 - $109.64 $173 - $219
-2 Reduced 0.03%
6,018 $660 Million
Q1 2025

May 05, 2025
BUY
$96.93 - $109.51 $5,912 - $6,680
61 Added 1.02%
6,020 $590 Million
Q4 2024

Feb 10, 2025
BUY
$100.18 - $109.1 $596,972 - $650,126
5,959 New
5,959 $625 Million

Others Institutions Holding ESGV

# of Institutions
704
Shares Held
31.3M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG U.S. STO

ESGV Quotes by TradingView
  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
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