Bartlett & Co. Wealth Management LLC Vanguard World Fd Esg U.S. Sto Transaction History

Bartlett & Co. Wealth Management LLC

$7.34 Billion
Q3 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 22,980 shares of ESGV stock, worth $2.72 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

22,980

Previous 22,980 -0.0%

Holding current value

$2.72 Million

Previous $2.52 Billion 99.89%

% of portfolio

0.04%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$96.93 - $109.51 $4,846 - $5,475	50 Added 0.22%	22,980 $2.25 Billion
Q3 2024 Oct 17, 2024	BUY	$91.37 - $101.65 $321,987 - $358,214	3,524 Added 18.16%	22,930 $2.33 Billion
Q2 2024 Jul 12, 2024	BUY	$87.24 - $97.37 $129,551 - $144,594	1,485 Added 8.29%	19,406 $1.88 Billion
Q1 2024 May 09, 2024	SELL	$83.14 - $93.19 $79,731 - $89,369	-959 Reduced 5.08%	17,921 $1.67 Billion
Q4 2023 Feb 14, 2024	BUY	$71.95 - $85.41 $158,290 - $187,902	2,200 Added 13.19%	18,880 $1.61 Billion
Q2 2023 Feb 14, 2024	BUY	$70.39 - $78.35 $48,569 - $54,061	690 Added 4.32%	16,680 $1.31 Billion
Q1 2023 Feb 14, 2024	BUY	$65.27 - $73.55 $239,867 - $270,296	3,675 Added 29.84%	15,990 $1.15 Billion
Q4 2022 Feb 14, 2024	SELL	$62.41 - $70.74 $172,251 - $195,242	-2,760 Reduced 18.31%	12,315 $811 Million
Q3 2022 Feb 14, 2024	BUY	$62.91 - $76.54 $45,106 - $54,879	717 Added 4.99%	15,075 $948 Million
Q2 2022 Feb 14, 2024	BUY	$63.97 - $82.17 $46,378 - $59,573	725 Added 5.32%	14,358 $953 Million
Q1 2022 Feb 14, 2024	BUY	$74.15 - $88.3 $433,258 - $515,936	5,843 Added 75.01%	13,633 $1.11 Billion
Q4 2021 Feb 14, 2024	BUY	$79.7 - $88.45 $109,587 - $121,618	1,375 Added 21.43%	7,790 $685 Million
Q3 2021 Feb 13, 2024	BUY	$79.36 - $84.88 $509,094 - $544,505	6,415 New	6,415 $514 Million

Others Institutions Holding ESGV

# of Institutions

673

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Account

Bartlett & Co. Wealth Management LLC Vanguard World Fd Esg U.S. Sto Transaction History