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

Amplius Wealth Advisors, LLC

  • $851 Million
  • Q3 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 1,812 shares of ESGV stock, worth $214,740. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,812
Holding current value
$214,740
% of portfolio
0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$109.47 - $119.06 $198,359 - $215,736
1,812 New
1,812 $214,000
Q1 2022

May 09, 2022
SELL
$74.15 - $88.3 $61,099 - $72,759
-824 Closed
0 $0
Q4 2021

Jan 28, 2022
BUY
$79.7 - $88.45 $65,672 - $72,882
824 New
824 $72,000

Others Institutions Holding ESGV

# of Institutions
678
Shares Held
30.7M
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
Track This Portfolio

Track Amplius Wealth Advisors, LLC Portfolio

Follow Amplius Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Amplius Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email