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

Liberty Wealth Management LLC

  • $610 Million
  • Q2 2025

A detailed history of Liberty Wealth Management LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Liberty Wealth Management LLC holds 2,424 shares of ESGV stock, worth $287,268. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,424
Previous 2,162 12.12%
Holding current value
$287,268
Previous $211,000 25.59%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
BUY
$86.93 - $109.64 $22,775 - $28,725
262 Added 12.12%
2,424 $265,000
Q1 2025

May 08, 2025
BUY
$96.93 - $109.51 $209,562 - $236,760
2,162 New
2,162 $211,000
Q4 2021

Feb 15, 2022
SELL
$79.7 - $88.45 $7,890 - $8,756
-99 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$79.36 - $84.88 $79 - $84
1 Added 1.02%
99 $8,000
Q2 2021

Aug 13, 2021
SELL
$74.71 - $80.04 $579,600 - $620,950
-7,758 Reduced 98.75%
98 $8,000
Q2 2021

Aug 13, 2021
BUY
$74.71 - $80.04 $586,921 - $628,794
7,856 New
7,856 $98,000

Others Institutions Holding ESGV

# of Institutions
673
Shares Held
30.8M
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
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