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

Mbe Wealth Management, LLC

$212 Million
Q3 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 $288,092. This represents 0.14% of its overall portfolio holdings.

Number of Shares

2,424

Previous 2,424 -0.0%

Holding current value

$288,092

Previous $265,000 8.3%

% of portfolio

0.14%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

705

Shares Held

31.3M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

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