N.E.W. Advisory Services LLC Vanguard World Fd Esg U.S. Sto Transaction History

N.E.W. Advisory Services LLC

$1.02 Billion
Q2 2025

A detailed history of N.E.W. Advisory Services LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 1,098 shares of ESGV stock, worth $130,123. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,098

Previous 5,411 79.71%

Holding current value

$130,123

Previous $530,000 77.36%

% of portfolio

0.01%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	SELL	$86.93 - $109.64 $374,929 - $472,877	-4,313 Reduced 79.71%	1,098 $120,000
Q1 2025 May 07, 2025	BUY	$96.93 - $109.51 $250,467 - $282,973	2,584 Added 91.4%	5,411 $530,000
Q4 2024 Jan 23, 2025	BUY	$100.18 - $109.1 $39,470 - $42,985	394 Added 16.19%	2,827 $296,000
Q3 2024 Oct 31, 2024	BUY	$91.37 - $101.65 $639 - $711	7 Added 0.29%	2,433 $247,000
Q2 2024 Aug 02, 2024	BUY	$87.24 - $97.37 $211,644 - $236,219	2,426 New	2,426 $234,000

Others Institutions Holding ESGV

# of Institutions

673

Shares Held

30.8M

Call Options Held

Put Options Held

2.8K

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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N.E.W. Advisory Services LLC Vanguard World Fd Esg U.S. Sto Transaction History