Retirement Planning Group Vanguard World Fd Esg U.S. Sto Transaction History

Retirement Planning Group

$1.64 Billion
Q2 2025

A detailed history of Retirement Planning Group transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Retirement Planning Group holds 2,601 shares of ESGV stock, worth $308,244. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,601

Previous 4,360 40.34%

Holding current value

$308,244

Previous $425,000 32.94%

% of portfolio

0.02%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$86.93 - $109.64 $152,909 - $192,856	-1,759 Reduced 40.34%	2,601 $285,000
Q1 2025 Apr 10, 2025	SELL	$96.93 - $109.51 $31,599 - $35,700	-326 Reduced 6.96%	4,360 $425,000
Q4 2024 Feb 18, 2025	SELL	$100.18 - $109.1 $9,116 - $9,928	-91 Reduced 1.9%	4,686 $491,000
Q3 2024 Oct 10, 2024	BUY	$91.37 - $101.65 $436,474 - $485,582	4,777 New	4,777 $485,000
Q1 2022 Apr 19, 2022	SELL	$74.15 - $88.3 $195,607 - $232,935	-2,638 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$79.7 - $88.45 $9,324 - $10,348	117 Added 4.64%	2,638 $232,000
Q2 2021 Jul 19, 2021	BUY	$74.71 - $80.04 $188,343 - $201,780	2,521 New	2,521 $202,000

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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Retirement Planning Group Vanguard World Fd Esg U.S. Sto Transaction History