A detailed history of Novare Capital Management LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Novare Capital Management LLC holds 11,355 shares of ESGV stock, worth $1.35 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
11,355
Previous 9,780 16.1%
Holding current value
$1.35 Million
Previous $957,000 29.99%
% of portfolio
0.1%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025

BUY
$86.93 - $109.64 $136,914 - $172,683
1,575 Added 16.1%
11,355 $1.24 Million
Q1 2025

Apr 29, 2025

BUY
$96.93 - $109.51 $119,708 - $135,244
1,235 Added 14.45%
9,780 $957,000
Q4 2024

Jan 21, 2025

SELL
$100.18 - $109.1 $5,009 - $5,455
-50 Reduced 0.58%
8,545 $896,000
Q2 2024

Aug 01, 2024

BUY
$87.24 - $97.37 $749,827 - $836,895
8,595 New
8,595 $830,000

Others Institutions Holding ESGV

About VANGUARD WORLD FD ESG U.S. STO


  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
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