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

West Financial Advisors, LLC

$525 Million
Q1 2025

A detailed history of West Financial Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, West Financial Advisors, LLC holds 19,492 shares of ESGV stock, worth $1.9 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

19,492

Previous 19,290 1.05%

Holding current value

$1.9 Million

Previous $2.02 Million 6.08%

% of portfolio

0.36%

Previous 0.39%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$96.93 - $109.51 $19,579 - $22,121	202 Added 1.05%	19,492 $1.9 Million
Q4 2024 Jan 14, 2025	SELL	$100.18 - $109.1 $212,181 - $231,073	-2,118 Reduced 9.89%	19,290 $2.02 Million
Q3 2024 Oct 08, 2024	SELL	$91.37 - $101.65 $101,786 - $113,238	-1,114 Reduced 4.95%	21,408 $2.18 Million
Q2 2024 Jul 15, 2024	BUY	$87.24 - $97.37 $548,914 - $612,652	6,292 Added 38.77%	22,522 $2.18 Million
Q1 2024 Apr 11, 2024	SELL	$83.14 - $93.19 $5,819 - $6,523	-70 Reduced 0.43%	16,230 $1.51 Million
Q4 2023 Jan 11, 2024	SELL	$71.95 - $85.41 $88,426 - $104,968	-1,229 Reduced 7.01%	16,300 $1.39 Million
Q3 2023 Oct 10, 2023	BUY	$74.65 - $81.1 $1,119 - $1,216	15 Added 0.09%	17,529 $1.32 Million
Q2 2023 Jul 07, 2023	BUY	$70.39 - $78.35 $16,400 - $18,255	233 Added 1.35%	17,514 $1.37 Million
Q1 2023 Apr 18, 2023	BUY	$65.27 - $73.55 $47,647 - $53,691	730 Added 4.41%	17,281 $1.24 Million
Q4 2022 Jan 10, 2023	BUY	$62.41 - $70.74 $70,086 - $79,441	1,123 Added 7.28%	16,551 $0
Q3 2022 Oct 11, 2022	BUY	$62.91 - $76.54 $251 - $306	4 Added 0.03%	15,428 $971,000
Q2 2022 Jul 14, 2022	BUY	$63.97 - $82.17 $43,307 - $55,629	677 Added 4.59%	15,424 $1.02 Million
Q1 2022 Apr 18, 2022	BUY	$74.15 - $88.3 $16,757 - $19,955	226 Added 1.56%	14,747 $1.2 Million
Q4 2021 Jan 19, 2022	SELL	$79.7 - $88.45 $34,271 - $38,033	-430 Reduced 2.88%	14,521 $1.28 Million
Q3 2021 Oct 13, 2021	BUY	$79.36 - $84.88 $360,691 - $385,779	4,545 Added 43.68%	14,951 $1.2 Million
Q2 2021 Jul 27, 2021	BUY	$74.71 - $80.04 $163,689 - $175,367	2,191 Added 26.67%	10,406 $832,000
Q4 2020 Feb 22, 2021	SELL	$60.54 - $70.17 $67,138 - $77,818	-1,109 Reduced 11.89%	8,215 $576,000
Q4 2020 Feb 02, 2021	BUY	$60.54 - $70.17 $564,474 - $654,265	9,324 New	9,324 $526 Million

Others Institutions Holding ESGV

# of Institutions

622

Shares Held

30.1M

Call Options Held

Put Options Held

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

More about ESGV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of West Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Financial Advisors, LLC with notifications on news.

Account

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