Sowell Financial Services LLC Vanguard World Fd Esg U.S. Sto Transaction History

Sowell Financial Services LLC

  • $2.34 Billion
  • Q2 2025

A detailed history of Sowell Financial Services LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Sowell Financial Services LLC holds 2,866 shares of ESGV stock, worth $339,649. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,866
Previous 3,020 5.1%
Holding current value
$339,649
Previous $294,000 6.8%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 11, 2025
SELL
$86.93 - $109.64 $13,387 - $16,884
-154 Reduced 5.1%
2,866 $314,000
Q1 2025

Apr 17, 2025
BUY
$96.93 - $109.51 $292,728 - $330,720
3,020 New
3,020 $294,000
Q1 2023

May 12, 2023
BUY
$65.27 - $73.55 $1.62 Million - $1.82 Million
24,750 New
24,750 $1.77 Million
Q1 2022

May 13, 2022
SELL
$74.15 - $88.3 $1.41 Million - $1.68 Million
-19,071 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$79.7 - $88.45 $1.52 Million - $1.69 Million
19,071 New
19,071 $1.68 Million
Q2 2021

Aug 05, 2021
SELL
$74.71 - $80.04 $1.5 Million - $1.6 Million
-20,044 Closed
0 $0
Q1 2021

May 07, 2021
BUY
$69.3 - $74.47 $147,609 - $158,621
2,130 Added 11.89%
20,044 $1.55 Million
Q4 2020

Jan 13, 2021
SELL
$60.54 - $70.17 $47,100 - $54,592
-778 Reduced 4.16%
17,914 $1.26 Million
Q3 2020

Nov 12, 2020
SELL
$56.71 - $65.92 $18,771 - $21,819
-331 Reduced 1.74%
18,692 $1.16 Million
Q2 2020

Aug 13, 2020
BUY
$43.65 - $58.01 $455,182 - $604,928
10,428 Added 121.33%
19,023 $1.07 Million
Q1 2020

May 12, 2020
BUY
$39.72 - $60.05 $121,980 - $184,413
3,071 Added 55.59%
8,595 $394,000
Q4 2019

Feb 07, 2020
BUY
$50.36 - $56.77 $131,137 - $147,829
2,604 Added 89.18%
5,524 $0
Q3 2019

Nov 14, 2019
BUY
$51.55 - $52.75 $150,526 - $154,030
2,920 New
2,920 $152,000

Others Institutions Holding ESGV

# of Institutions
673
Shares Held
30.8M
Call Options Held
0
Put Options Held
2.8K
View Full List

About VANGUARD WORLD FD ESG U.S. STO

ESGV Quotes by TradingView
  • Ticker ESGV
  • Sector ETFs
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More about ESGV
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