Tpg Financial Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Tpg Financial Advisors, LLC

$240 Million
Q2 2025

A detailed history of Tpg Financial Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Tpg Financial Advisors, LLC holds 6,412 shares of ESGV stock, worth $724,363. This represents 0.29% of its overall portfolio holdings.

Number of Shares

6,412

Previous 8,595 25.4%

Holding current value

$724,363

Previous $838,000 16.11%

% of portfolio

0.29%

Previous 0.37%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$86.93 - $109.64 $189,768 - $239,344	-2,183 Reduced 25.4%	6,412 $703,000
Q1 2025 Apr 16, 2025	BUY	$96.93 - $109.51 $369,109 - $417,014	3,808 Added 79.55%	8,595 $838,000
Q4 2024 Jan 13, 2025	BUY	$100.18 - $109.1 $35,063 - $38,185	350 Added 7.89%	4,787 $502,000
Q3 2024 Oct 16, 2024	BUY	$91.37 - $101.65 $16,355 - $18,195	179 Added 4.2%	4,437 $451,000
Q2 2024 Oct 16, 2024	SELL	$87.24 - $97.37 $80,173 - $89,483	-919 Reduced 17.75%	4,258 $411,000
Q4 2023 Jan 09, 2024	SELL	$71.95 - $85.41 $46,839 - $55,601	-651 Reduced 11.17%	5,177 $440,000
Q3 2023 Oct 17, 2023	BUY	$74.65 - $81.1 $435,060 - $472,650	5,828 New	5,828 $438,000

Others Institutions Holding ESGV

# of Institutions

668

Shares Held

31M

Call Options Held

Put Options Held

2.8K

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

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Tpg Financial Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History