Quantum Financial Planning Services, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Quantum Financial Planning Services, Inc.

$247 Billion
Q3 2025

A detailed history of Quantum Financial Planning Services, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Quantum Financial Planning Services, Inc. holds 5,560 shares of ESGV stock, worth $660,806. This represents 0.27% of its overall portfolio holdings.

Number of Shares

5,560

Previous 5,547 0.23%

Holding current value

$660,806

Previous $608 Million 8.28%

% of portfolio

0.27%

Previous 0.29%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$109.47 - $119.06 $1,423 - $1,547	13 Added 0.23%	5,560 $659 Million
Q2 2025 Jul 25, 2025	BUY	$86.93 - $109.64 $1,130 - $1,425	13 Added 0.23%	5,547 $608 Million
Q1 2025 May 08, 2025	BUY	$96.93 - $109.51 $581 - $657	6 Added 0.11%	5,534 $542 Million
Q4 2024 Jan 23, 2025	BUY	$100.18 - $109.1 $553,795 - $603,104	5,528 New	5,528 $580 Million

Others Institutions Holding ESGV

# of Institutions

705

Shares Held

31.3M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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Quantum Financial Planning Services, Inc. Vanguard World Fd Esg U.S. Sto Transaction History