A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 1,998 shares of ESGV stock, worth $236,782. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,998
Previous 2,072 3.57%
Holding current value
$236,782
Previous $202,000 8.42%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 16, 2025

SELL
$86.93 - $109.64 $6,432 - $8,113
-74 Reduced 3.57%
1,998 $219,000
Q1 2025

Apr 30, 2025

BUY
$96.93 - $109.51 $200,838 - $226,904
2,072 New
2,072 $202,000

Others Institutions Holding ESGV

About VANGUARD WORLD FD ESG U.S. STO


  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
Track This Portfolio

Track Badgley Phelps Wealth Managers, LLC Portfolio

Follow Badgley Phelps Wealth Managers, 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 Badgley Phelps Wealth Managers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Badgley Phelps Wealth Managers, LLC with notifications on news.