New Edge Wealth, LLC Vanguard World Fd Esg U.S. Sto Transaction History

New Edge Wealth, LLC

  • $5.59 Billion
  • Q4 2024

A detailed history of New Edge Wealth, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, New Edge Wealth, LLC holds 20,227 shares of ESGV stock, worth $1.97 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
20,227
Previous 19,952 1.38%
Holding current value
$1.97 Million
Previous $2.03 Million 4.59%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$100.18 - $109.1 $27,549 - $30,002
275 Added 1.38%
20,227 $2.12 Million
Q3 2024

Nov 12, 2024
BUY
$91.37 - $101.65 $83,603 - $93,009
915 Added 4.81%
19,952 $2.03 Million
Q1 2024

May 06, 2024
BUY
$83.14 - $93.19 $98,105 - $109,964
1,180 Added 6.61%
19,037 $1.77 Million
Q4 2023

Jan 29, 2024
BUY
$71.95 - $85.41 $8,777 - $10,420
122 Added 0.69%
17,857 $1.52 Million
Q3 2023

Nov 08, 2023
BUY
$74.65 - $81.1 $1.32 Million - $1.44 Million
17,735 New
17,735 $1.33 Million

Others Institutions Holding ESGV

# of Institutions
623
Shares Held
30.1M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG U.S. STO

ESGV Quotes by TradingView
  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
Track This Portfolio

Track New Edge Wealth, LLC Portfolio

Follow New Edge Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email