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

New Edge Wealth, LLC

$5.97 Billion
Q2 2025

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 20,034 shares of ESGV stock, worth $2.37 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

20,034

Previous 22,504 10.98%

Holding current value

$2.37 Million

Previous $2.2 Million 0.36%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$86.93 - $109.64 $214,717 - $270,810	-2,470 Reduced 10.98%	20,034 $2.2 Million
Q1 2025 May 09, 2025	BUY	$96.93 - $109.51 $220,709 - $249,354	2,277 Added 11.26%	22,504 $2.2 Million
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

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