A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 26,348 shares of ESGV stock, worth $2.9 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
26,348
Previous 21,514 22.47%
Holding current value
$2.9 Million
Previous $2.1 Million 37.72%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Jul 10, 2025

BUY
$86.93 - $109.64 $420,219 - $529,999
4,834 Added 22.47%
26,348 $2.89 Million
Q1 2025

Apr 16, 2025

SELL
$96.93 - $109.51 $277,801 - $313,855
-2,866 Reduced 11.76%
21,514 $2.1 Million
Q4 2024

Mar 17, 2025

BUY
$100.18 - $109.1 $373,871 - $407,161
3,732 Added 18.07%
24,380 $2.56 Million
Q3 2024

Oct 23, 2024

SELL
$91.37 - $101.65 $233,450 - $259,715
-2,555 Reduced 11.01%
20,648 $2.1 Million
Q2 2024

Jul 16, 2024

BUY
$87.24 - $97.37 $803,393 - $896,680
9,209 Added 65.81%
23,203 $2.24 Million
Q1 2024

Apr 15, 2024

SELL
$83.14 - $93.19 $35,916 - $40,258
-432 Reduced 2.99%
13,994 $1.3 Million
Q4 2023

Jan 30, 2024

BUY
$71.95 - $85.41 $57,200 - $67,900
795 Added 5.83%
14,426 $1.23 Million
Q3 2023

Nov 13, 2023

BUY
$74.65 - $81.1 $1.02 Million - $1.11 Million
13,631 New
13,631 $1.03 Million

Others Institutions Holding ESGV

About VANGUARD WORLD FD ESG U.S. STO


  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
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