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

Dakota Wealth Management

$4.67 Billion
Q2 2025

A detailed history of Dakota Wealth Management transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Dakota Wealth Management holds 3,007 shares of ESGV stock, worth $356,359. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,007

Previous 2,505 20.04%

Holding current value

$356,359

Previous $245,000 34.29%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$86.93 - $109.64 $43,638 - $55,039	502 Added 20.04%	3,007 $329,000
Q4 2024 Jan 17, 2025	BUY	$100.18 - $109.1 $250,950 - $273,295	2,505 New	2,505 $262,000
Q2 2022 Aug 05, 2022	SELL	$63.97 - $82.17 $265,475 - $341,005	-4,150 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$74.15 - $88.3 $42,265 - $50,331	-570 Reduced 12.08%	4,150 $336,000
Q4 2021 Feb 10, 2022	BUY	$79.7 - $88.45 $107,595 - $119,407	1,350 Added 40.06%	4,720 $415,000
Q3 2021 Nov 15, 2021	BUY	$79.36 - $84.88 $7,936 - $8,488	100 Added 3.06%	3,370 $270,000
Q2 2021 Aug 02, 2021	BUY	$74.71 - $80.04 $7,470 - $8,004	100 Added 3.15%	3,270 $262,000
Q4 2020 Feb 12, 2021	BUY	$60.54 - $70.17 $191,911 - $222,438	3,170 New	3,170 $222,000

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