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

Cedar Wealth Management, LLC

$290 Million
Q2 2025

A detailed history of Cedar Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Cedar Wealth Management, LLC holds 202,551 shares of ESGV stock, worth $24 Million. This represents 7.66% of its overall portfolio holdings.

Number of Shares

202,551

Previous 202,551 -0.0%

Holding current value

$24 Million

Previous $19.8 Million 11.94%

% of portfolio

7.66%

Previous 7.16%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$96.93 - $109.51 $354,182 - $400,149	-3,654 Reduced 1.77%	202,551 $19.8 Million
Q4 2024 Feb 11, 2025	SELL	$100.18 - $109.1 $83,850 - $91,316	-837 Reduced 0.4%	206,205 $21.6 Million
Q3 2024 Nov 08, 2024	BUY	$91.37 - $101.65 $456 - $508	5 Added 0.0%	207,042 $21 Million
Q2 2024 Aug 12, 2024	SELL	$87.24 - $97.37 $88,984 - $99,317	-1,020 Reduced 0.49%	207,037 $20 Million
Q1 2024 May 13, 2024	SELL	$83.14 - $93.19 $482,128 - $540,408	-5,799 Reduced 2.71%	208,057 $19.4 Million
Q4 2023 Feb 13, 2024	SELL	$71.95 - $85.41 $2.35 Million - $2.79 Million	-32,678 Reduced 13.25%	213,856 $18.2 Million
Q3 2023 Oct 27, 2023	SELL	$74.65 - $81.1 $63,975 - $69,502	-857 Reduced 0.35%	246,534 $18.5 Million
Q2 2023 Aug 11, 2023	SELL	$70.39 - $78.35 $259,668 - $289,033	-3,689 Reduced 1.47%	247,391 $19.4 Million
Q1 2023 May 12, 2023	SELL	$65.27 - $73.55 $82,436 - $92,893	-1,263 Reduced 0.5%	251,080 $18 Million
Q4 2022 Feb 14, 2023	SELL	$62.41 - $70.74 $189,414 - $214,695	-3,035 Reduced 1.19%	252,343 $16.6 Million
Q3 2022 Nov 10, 2022	BUY	$62.91 - $76.54 $77,253 - $93,991	1,228 Added 0.48%	255,378 $16.1 Million
Q2 2022 Aug 11, 2022	BUY	$63.97 - $82.17 $1.37 Million - $1.76 Million	21,421 Added 9.2%	254,150 $16.9 Million
Q1 2022 May 12, 2022	BUY	$74.15 - $88.3 $7.73 Million - $9.21 Million	104,257 Added 81.15%	232,729 $18.9 Million
Q4 2021 Feb 11, 2022	BUY	$79.7 - $88.45 $552,719 - $613,400	6,935 Added 5.71%	128,472 $11.3 Million
Q3 2021 Nov 12, 2021	BUY	$79.36 - $84.88 $18,728 - $20,031	236 Added 0.19%	121,537 $9.73 Million
Q2 2021 Aug 09, 2021	BUY	$74.71 - $80.04 $484,793 - $519,379	6,489 Added 5.65%	121,301 $9.7 Million
Q1 2021 May 11, 2021	BUY	$69.3 - $74.47 $7.96 Million - $8.55 Million	114,812 New	114,812 $8.47 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

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