Ae Wealth Management LLC Vanguard World Fd Esg U.S. Sto Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,171 shares of ESGV stock, worth $138,775. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,171
Previous 1,164 0.6%
Holding current value
$138,775
Previous $114,000 12.28%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$86.93 - $109.64 $608 - $767
7 Added 0.6%
1,171 $128,000
Q1 2025

May 06, 2025
SELL
$96.93 - $109.51 $7,075 - $7,994
-73 Reduced 5.9%
1,164 $114,000
Q4 2024

Feb 13, 2025
BUY
$100.18 - $109.1 $123,922 - $134,956
1,237 New
1,237 $129,000
Q4 2023

Feb 14, 2024
BUY
$71.95 - $85.41 $168,578 - $200,115
2,343 New
2,343 $199,000
Q1 2023

Apr 14, 2023
BUY
$65.27 - $73.55 $47,712 - $53,765
731 Added 19.3%
4,518 $323,000
Q4 2022

Jan 31, 2023
BUY
$62.41 - $70.74 $29,831 - $33,813
478 Added 14.45%
3,787 $249,000
Q3 2022

Oct 25, 2022
BUY
$62.91 - $76.54 $17,866 - $21,737
284 Added 9.39%
3,309 $208,000
Q2 2022

Aug 03, 2022
BUY
$63.97 - $82.17 $7,356 - $9,449
115 Added 3.95%
3,025 $201,000
Q1 2022

Apr 18, 2022
BUY
$74.15 - $88.3 $40,782 - $48,565
550 Added 23.31%
2,910 $236,000
Q4 2021

Jan 20, 2022
BUY
$79.7 - $88.45 $188,092 - $208,742
2,360 New
2,360 $207,000

Others Institutions Holding ESGV

# of Institutions
672
Shares Held
30.8M
Call Options Held
0
Put Options Held
2.8K
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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