Tradition Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Tradition Wealth Management, LLC

  • $1.13 Billion
  • Q2 2025

A detailed history of Tradition Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 7,761 shares of ESGV stock, worth $919,756. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,761
Previous 7,841 1.02%
Holding current value
$919,756
Previous $768,000 10.68%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Aug 12, 2025
SELL
$86.93 - $109.64 $6,954 - $8,771
-80 Reduced 1.02%
7,761 $850,000
Q1 2025

May 14, 2025
SELL
$96.93 - $109.51 $1.15 Million - $1.3 Million
-11,913 Reduced 60.31%
7,841 $768,000
Q4 2024

Feb 13, 2025
BUY
$100.18 - $109.1 $454,917 - $495,423
4,541 Added 29.85%
19,754 $2.07 Million
Q3 2024

Nov 14, 2024
BUY
$91.37 - $101.65 $2,923 - $3,252
32 Added 0.21%
15,213 $1.55 Million
Q2 2024

Aug 12, 2024
BUY
$87.24 - $97.37 $524,225 - $585,096
6,009 Added 65.51%
15,181 $1.47 Million
Q1 2024

May 13, 2024
BUY
$83.14 - $93.19 $319,507 - $358,129
3,843 Added 72.11%
9,172 $854,000
Q4 2023

Feb 12, 2024
SELL
$71.95 - $85.41 $503 - $597
-7 Reduced 0.13%
5,329 $453,000
Q3 2023

Nov 13, 2023
BUY
$74.65 - $81.1 $4,180 - $4,541
56 Added 1.06%
5,336 $401,000
Q2 2023

Aug 14, 2023
SELL
$70.39 - $78.35 $108,189 - $120,423
-1,537 Reduced 22.55%
5,280 $414,000
Q1 2023

May 11, 2023
BUY
$65.27 - $73.55 $26,238 - $29,567
402 Added 6.27%
6,817 $489,000
Q4 2022

Feb 03, 2023
BUY
$62.41 - $70.74 $39,755 - $45,061
637 Added 11.02%
6,415 $422,000
Q3 2022

Nov 14, 2022
BUY
$62.91 - $76.54 $6,605 - $8,036
105 Added 1.85%
5,778 $363,000
Q2 2022

Aug 02, 2022
BUY
$63.97 - $82.17 $15,416 - $19,802
241 Added 4.44%
5,673 $377,000
Q1 2022

May 11, 2022
BUY
$74.15 - $88.3 $68,218 - $81,236
920 Added 20.39%
5,432 $440,000
Q4 2021

Feb 14, 2022
BUY
$79.7 - $88.45 $296,882 - $329,476
3,725 Added 473.32%
4,512 $397,000
Q3 2021

Nov 12, 2021
BUY
$79.36 - $84.88 $14,919 - $15,957
188 Added 31.39%
787 $63,000
Q2 2021

Aug 09, 2021
BUY
$74.71 - $80.04 $44,751 - $47,943
599 New
599 $48,000

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
  • Industry ETFs
More about ESGV
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