Wingate Wealth Advisors, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Wingate Wealth Advisors, Inc.

$86.9 Billion
Q1 2025

A detailed history of Wingate Wealth Advisors, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 14,411 shares of ESGV stock, worth $1.5 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares

14,411

Previous 14,373 0.26%

Holding current value

$1.5 Million

Previous $1.51 Billion 6.37%

% of portfolio

1.62%

Previous 1.48%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$96.93 - $109.51 $3,683 - $4,161	38 Added 0.26%	14,411 $1.41 Billion
Q4 2024 Jan 28, 2025	BUY	$100.18 - $109.1 $1.44 Million - $1.57 Million	14,373 New	14,373 $1.51 Billion

Others Institutions Holding ESGV

# of Institutions

632

Shares Held

30.6M

Call Options Held

Put Options Held

3.17K

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

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Wingate Wealth Advisors, Inc. Vanguard World Fd Esg U.S. Sto Transaction History