Bernard Wealth Management Corp. Vanguard World Fd Esg U.S. Sto Transaction History

Bernard Wealth Management Corp.

  • $239 Billion
  • Q3 2025

A detailed history of Bernard Wealth Management Corp. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 80 shares of ESGV stock, worth $9,480. This represents 0.0% of its overall portfolio holdings.

Number of Shares
80
Previous 80 -0.0%
Holding current value
$9,480
Previous $8.77 Million 8.03%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$96.93 - $109.51 $581 - $657
6 Added 8.11%
80 $7.84 Million
Q4 2024

Feb 27, 2025
BUY
$100.18 - $109.1 $4,908 - $5,345
49 Added 196.0%
74 $7.76 Million
Q4 2024

Feb 13, 2025
BUY
$100.18 - $109.1 $2,504 - $2,727
25 New
25 $2.25 Million

Others Institutions Holding ESGV

# of Institutions
673
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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