Joel Adams & Associates, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Joel Adams & Associates, Inc.

$113 Billion
Q2 2025

A detailed history of Joel Adams & Associates, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 9,014 shares of ESGV stock, worth $1.02 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

9,014

Previous 3,904 130.89%

Holding current value

$1.02 Million

Previous $382 Million 158.43%

% of portfolio

0.87%

Previous 0.34%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 25, 2025	BUY	$86.93 - $109.64 $444,212 - $560,260	5,110 Added 130.89%	9,014 $988 Million
Q4 2024 Jan 31, 2025	BUY	$100.18 - $109.1 $391,102 - $425,926	3,904 New	3,904 $409 Million

Others Institutions Holding ESGV

# of Institutions

668

Shares Held

31M

Call Options Held

Put Options Held

2.8K

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
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Joel Adams & Associates, Inc. Vanguard World Fd Esg U.S. Sto Transaction History