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

Mbe Wealth Management, LLC

  • $209 Million
  • Q2 2025

A detailed history of Mbe Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 2,424 shares of ESGV stock, worth $287,268. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,424
Previous 2,408 0.66%
Holding current value
$287,268
Previous $235,000 12.77%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Jul 16, 2025
BUY
$86.93 - $109.64 $1,390 - $1,754
16 Added 0.66%
2,424 $265,000
Q1 2025

Apr 22, 2025
BUY
$96.93 - $109.51 $233,407 - $263,700
2,408 New
2,408 $235,000
Q3 2021

Oct 25, 2021
SELL
$79.36 - $84.88 $198,638 - $212,454
-2,503 Closed
0 $0
Q2 2021

Jul 19, 2021
SELL
$74.71 - $80.04 $816,879 - $875,157
-10,934 Reduced 81.37%
2,503 $200,000
Q1 2021

Apr 26, 2021
SELL
$69.3 - $74.47 $698,266 - $750,359
-10,076 Reduced 42.85%
13,437 $991,000
Q4 2020

Jan 19, 2021
SELL
$60.54 - $70.17 $528,029 - $612,022
-8,722 Reduced 27.06%
23,513 $1.65 Million
Q2 2020

Aug 14, 2020
BUY
$43.65 - $58.01 $50,546 - $67,175
1,158 Added 3.73%
32,235 $1.82 Million
Q1 2020

May 07, 2020
BUY
$39.72 - $60.05 $383,377 - $579,602
9,652 Added 45.05%
31,077 $1.42 Million
Q4 2019

Jan 30, 2020
BUY
$50.36 - $56.77 $1.08 Million - $1.22 Million
21,425 New
21,425 $1.21 Million

Others Institutions Holding ESGV

# of Institutions
675
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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