Summit Wealth Group, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Summit Wealth Group, LLC

  • $389 Million
  • Q2 2025

A detailed history of Summit Wealth Group, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Summit Wealth Group, LLC holds 20,847 shares of ESGV stock, worth $2.49 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
20,847
Previous 20,257 2.91%
Holding current value
$2.49 Million
Previous $1.98 Million 15.22%
% of portfolio
0.59%
Previous 0.58%

Shares

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

Aug 06, 2025
BUY
$86.93 - $109.64 $51,288 - $64,687
590 Added 2.91%
20,847 $2.29 Million
Q4 2024

Feb 04, 2025
SELL
$100.18 - $109.1 $381,785 - $415,780
-3,811 Reduced 15.83%
20,257 $2.13 Million
Q2 2024

Jul 31, 2024
BUY
$87.24 - $97.37 $2.1 Million - $2.34 Million
24,068 New
24,068 $2.33 Million
Q2 2023

Jul 26, 2023
SELL
$70.39 - $78.35 $24.7 Million - $27.5 Million
-351,176 Reduced 93.6%
24,011 $1.88 Million
Q1 2023

May 10, 2023
BUY
$65.27 - $73.55 $24.5 Million - $27.6 Million
375,187 New
375,187 $5,000

Others Institutions Holding ESGV

# of Institutions
675
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
  • Industry ETFs
More about ESGV
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