Zhang Financial LLC Vanguard World Fd Esg U.S. Sto Transaction History

Zhang Financial LLC

$2.42 Billion
Q3 2025

A detailed history of Zhang Financial LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Zhang Financial LLC holds 4,082 shares of ESGV stock, worth $485,145. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,082

Previous 3,015 35.39%

Holding current value

$485,145

Previous $330,000 46.36%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$109.47 - $119.06 $116,804 - $127,037	1,067 Added 35.39%	4,082 $483,000
Q2 2025 Aug 01, 2025	SELL	$86.93 - $109.64 $468,639 - $591,069	-5,391 Reduced 64.13%	3,015 $330,000
Q3 2024 Oct 15, 2024	BUY	$91.37 - $101.65 $467,723 - $520,346	5,119 Added 155.73%	8,406 $854,000
Q1 2023 May 10, 2023	SELL	$65.27 - $73.55 $3,002 - $3,383	-46 Reduced 1.38%	3,287 $235,000
Q4 2022 May 17, 2023	BUY	$62.41 - $70.74 $2,870 - $3,254	46 Added 1.4%	3,333 $219,000

Q4 2022 Jan 17, 2023	BUY	$62.41 - $70.74 $2,870 - $3,254	46 Added 1.4%	3,333 $220,000
Q2 2022 Jul 14, 2022	BUY	$63.97 - $82.17 $210,269 - $270,092	3,287 New	3,287 $218,000

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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Zhang Financial LLC Vanguard World Fd Esg U.S. Sto Transaction History