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

D. Scott Neal, Inc.

  • $200 Million
  • Q2 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 2,114 shares of ESGV stock, worth $237,021. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,114
Previous 2,065 2.37%
Holding current value
$237,021
Previous $201,000 14.93%
% of portfolio
0.12%
Previous 0.11%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
663
Shares Held
31M
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
Track This Portfolio

Track D. Scott Neal, Inc. Portfolio

Follow D. Scott Neal, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of D. Scott Neal, Inc., based on Form 13F filings with the SEC.

News

Stay updated on D. Scott Neal, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email