Concord Wealth Partners Vanguard World Fd Esg U.S. Sto Transaction History

Concord Wealth Partners

$710 Million
Q3 2025

A detailed history of Concord Wealth Partners transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Concord Wealth Partners holds 1,562 shares of ESGV stock, worth $185,643. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,562

Previous 2,341 33.28%

Holding current value

$185,643

Previous $256,000 27.73%

% of portfolio

0.03%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$109.47 - $119.06 $85,277 - $92,747	-779 Reduced 33.28%	1,562 $185,000
Q4 2024 Jan 23, 2025	SELL	$100.18 - $109.1 $32,358 - $35,239	-323 Reduced 12.12%	2,341 $245,000
Q3 2024 Oct 24, 2024	BUY	$91.37 - $101.65 $28,141 - $31,308	308 Added 13.07%	2,664 $270,000
Q4 2023 Apr 30, 2024	BUY	$71.95 - $85.41 $110,803 - $131,531	1,540 Added 188.73%	2,356 $200,000
Q4 2023 Feb 05, 2024	BUY	$71.95 - $85.41 $110,803 - $131,531	1,540 Added 188.73%	2,356 $200,000

Q3 2023 Apr 30, 2024	SELL	$74.65 - $81.1 $114,961 - $124,893	-1,540 Reduced 65.37%	816 $61,000
Q3 2023 Oct 25, 2023	BUY	$74.65 - $81.1 $60,914 - $66,177	816 New	816 $61,000

Others Institutions Holding ESGV

# of Institutions

705

Shares Held

31.3M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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Concord Wealth Partners Vanguard World Fd Esg U.S. Sto Transaction History