Moneta Group Investment Advisors LLC Vanguard World Fd Esg U.S. Sto Transaction History

Moneta Group Investment Advisors LLC

$8.23 Billion
Q2 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 7,749 shares of ESGV stock, worth $918,333. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,749

Previous 2,651 192.3%

Holding current value

$918,333

Previous $259,000 227.8%

% of portfolio

0.01%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$86.93 - $109.64 $443,169 - $558,944	5,098 Added 192.3%	7,749 $849,000
Q1 2025 May 15, 2025	BUY	$96.93 - $109.51 $678 - $766	7 Added 0.26%	2,651 $259,000
Q4 2024 Feb 11, 2025	SELL	$100.18 - $109.1 $16,529 - $18,001	-165 Reduced 5.87%	2,644 $277,000
Q3 2024 Nov 12, 2024	BUY	$91.37 - $101.65 $3,380 - $3,761	37 Added 1.33%	2,809 $285,000
Q2 2024 Aug 13, 2024	SELL	$87.24 - $97.37 $20,239 - $22,589	-232 Reduced 7.72%	2,772 $267,000
Q1 2024 Aug 13, 2024	BUY	$83.14 - $93.19 $37,828 - $42,401	455 Added 17.85%	3,004 $279,000
Q4 2023 Feb 15, 2024	BUY	$71.95 - $85.41 $183,400 - $217,710	2,549 New	2,549 $216,000
Q2 2023 Aug 15, 2023	BUY	$70.39 - $78.35 $195,824 - $217,969	2,782 New	2,782 $217,000

Others Institutions Holding ESGV

# of Institutions

673

Shares Held

30.8M

Call Options Held

Put Options Held

2.8K

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

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Moneta Group Investment Advisors LLC Vanguard World Fd Esg U.S. Sto Transaction History