Meritage Portfolio Management Vanguard World Fd Esg U.S. Sto Transaction History

Meritage Portfolio Management

$1.55 Billion
Q2 2025

A detailed history of Meritage Portfolio Management transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Meritage Portfolio Management holds 6,473 shares of ESGV stock, worth $731,254. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,473

Previous 6,473 -0.0%

Holding current value

$731,254

Previous $634,000 11.83%

% of portfolio

0.05%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$96.93 - $109.51 $1,453 - $1,642	-15 Reduced 0.23%	6,473 $634,000
Q4 2022 Feb 01, 2023	BUY	$62.41 - $70.74 $66,154 - $74,984	1,060 Added 19.53%	6,488 $427,000
Q2 2022 Jul 25, 2022	BUY	$63.97 - $82.17 $6,397 - $8,217	100 Added 1.88%	5,428 $360,000
Q4 2021 Jan 28, 2022	BUY	$79.7 - $88.45 $31,880 - $35,380	400 Added 8.12%	5,328 $468,000
Q2 2021 Jul 26, 2021	BUY	$74.71 - $80.04 $6,948 - $7,443	93 Added 1.92%	4,928 $394,000
Q1 2021 Apr 27, 2021	BUY	$69.3 - $74.47 $69,993 - $75,214	1,010 Added 26.41%	4,835 $357,000
Q4 2020 Feb 03, 2021	BUY	$60.54 - $70.17 $231,565 - $268,400	3,825 New	3,825 $268,000

Others Institutions Holding ESGV

# of Institutions

668

Shares Held

31M

Call Options Held

Put Options Held

2.8K

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

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Meritage Portfolio Management Vanguard World Fd Esg U.S. Sto Transaction History