D. Scott Neal, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

D. Scott Neal, Inc.

$216 Million
Q3 2025

A detailed history of D. Scott Neal, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, D. Scott Neal, Inc. holds 2,132 shares of ESGV stock, worth $253,388. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,132

Previous 2,114 0.85%

Holding current value

$253,388

Previous $231,000 9.09%

% of portfolio

0.12%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$109.47 - $119.06 $1,970 - $2,143	18 Added 0.85%	2,132 $252,000
Q2 2025 Jul 08, 2025	BUY	$86.93 - $109.64 $4,259 - $5,372	49 Added 2.37%	2,114 $231,000
Q1 2025 Apr 11, 2025	SELL	$96.93 - $109.51 $15,218 - $17,193	-157 Reduced 7.07%	2,065 $201,000
Q4 2024 Jan 14, 2025	SELL	$100.18 - $109.1 $14,125 - $15,383	-141 Reduced 5.97%	2,222 $233,000
Q3 2024 Oct 17, 2024	SELL	$91.37 - $101.65 $2,284 - $2,541	-25 Reduced 1.05%	2,363 $240,000
Q2 2024 Jul 15, 2024	SELL	$87.24 - $97.37 $20,065 - $22,395	-230 Reduced 8.79%	2,388 $230,000
Q4 2023 Jan 17, 2024	BUY	$71.95 - $85.41 $188,365 - $223,603	2,618 New	2,618 $222,000
Q2 2023 Jul 17, 2023	BUY	$70.39 - $78.35 $184,281 - $205,120	2,618 New	2,618 $205,000

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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