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

Wealthspire Advisors, LLC

$18.8 Billion
Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 18,958 shares of ESGV stock, worth $2.25 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

18,958

Previous 18,950 0.04%

Holding current value

$2.25 Million

Previous $2.08 Million 8.09%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$109.47 - $119.06 $875 - $952	8 Added 0.04%	18,958 $2.25 Million
Q2 2025 Aug 11, 2025	BUY	$86.93 - $109.64 $357,977 - $451,497	4,118 Added 27.76%	18,950 $2.08 Million
Q1 2025 May 09, 2025	BUY	$96.93 - $109.51 $894,179 - $1.01 Million	9,225 Added 164.53%	14,832 $1.45 Million
Q2 2024 Aug 08, 2024	SELL	$87.24 - $97.37 $391,009 - $436,412	-4,482 Reduced 44.42%	5,607 $541,000
Q1 2024 May 06, 2024	BUY	$83.14 - $93.19 $2,161 - $2,422	26 Added 0.26%	10,089 $940,000

Q4 2023 Feb 06, 2024	SELL	$71.95 - $85.41 $31,082 - $36,897	-432 Reduced 4.12%	10,063 $855,000
Q3 2023 Nov 06, 2023	SELL	$74.65 - $81.1 $29,934 - $32,521	-401 Reduced 3.68%	10,495 $789,000
Q2 2023 Jul 31, 2023	BUY	$70.39 - $78.35 $774 - $861	11 Added 0.1%	10,896 $853,000
Q1 2023 May 09, 2023	BUY	$65.27 - $73.55 $783 - $882	12 Added 0.11%	10,885 $780,000
Q4 2022 Feb 13, 2023	BUY	$62.41 - $70.74 $3,120 - $3,536	50 Added 0.46%	10,873 $716,000
Q3 2022 Nov 14, 2022	BUY	$62.91 - $76.54 $37,053 - $45,082	589 Added 5.76%	10,823 $681,000
Q2 2022 Aug 09, 2022	BUY	$63.97 - $82.17 $188,967 - $242,730	2,954 Added 40.58%	10,234 $680,000
Q1 2022 May 09, 2022	SELL	$74.15 - $88.3 $15,423 - $18,366	-208 Reduced 2.78%	7,280 $590,000
Q3 2021 Nov 15, 2021	BUY	$79.36 - $84.88 $594,247 - $635,581	7,488 New	7,488 $599,000
Q2 2021 Aug 13, 2021	SELL	$74.71 - $80.04 $559,428 - $599,339	-7,488 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$69.3 - $74.47 $518,918 - $557,631	7,488 New	7,488 $552,000

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