Integrated Wealth Concepts LLC Vanguard World Fd Esg U.S. Sto Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 2,895 shares of ESGV stock, worth $304,061. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,895
Previous 3,368 14.04%
Holding current value
$304,061
Previous $353,000 19.83%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$96.93 - $109.51 $45,847 - $51,798
-473 Reduced 14.04%
2,895 $283,000
Q4 2024

Feb 14, 2025
BUY
$100.18 - $109.1 $337,406 - $367,448
3,368 New
3,368 $353,000
Q1 2023

May 03, 2023
BUY
$65.27 - $73.55 $190,523 - $214,692
2,919 New
2,919 $209,000

Others Institutions Holding ESGV

# of Institutions
633
Shares Held
30.6M
Call Options Held
0
Put Options Held
3.17K
View Full List

About VANGUARD WORLD FD ESG U.S. STO

ESGV Quotes by TradingView
  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
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