Pine Harbor Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Pine Harbor Wealth Management, LLC

$284 Billion
Q2 2025

A detailed history of Pine Harbor Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 12,387 shares of ESGV stock, worth $1.48 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

12,387

Previous 12,384 0.02%

Holding current value

$1.48 Million

Previous $1.21 Billion 11.96%

% of portfolio

0.48%

Previous 0.49%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$86.93 - $109.64 $260 - $328	3 Added 0.02%	12,387 $1.36 Billion
Q1 2025 May 14, 2025	SELL	$96.93 - $109.51 $14,345 - $16,207	-148 Reduced 1.18%	12,384 $1.21 Billion
Q4 2024 Feb 13, 2025	SELL	$100.18 - $109.1 $83,249 - $90,662	-831 Reduced 6.22%	12,532 $1.31 Billion
Q3 2024 Nov 13, 2024	BUY	$91.37 - $101.65 $1.22 Million - $1.36 Million	13,363 New	13,363 $1.36 Billion

Others Institutions Holding ESGV

# of Institutions

675

Shares Held

30.8M

Call Options Held

Put Options Held

2.8K

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

More about ESGV

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Pine Harbor Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History