ESGV VANGUARD WORLD FD

Ownership history in LIBRA WEALTH LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which LIBRA WEALTH LLC reported a position in VANGUARD WORLD FD (ESGV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.61% (2023 Q2)
Avg. % of fund
2.23%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 53,132 -3,429 -6.1% 1.80% $6.4M $120.65
2025 Q3 REDUCED 56,561 -275 -0.5% 2.01% $6.7M $117.84
2025 Q2 REDUCED 56,836 -3,146 -5.2% 2.04% $6.2M $108.83
2025 Q1 ADDED 59,982 +348 +0.6% 2.20% $5.9M $96.99
2024 Q4 REDUCED 59,634 -2,352 -3.8% 2.43% $6.3M $103.58
2024 Q3 ADDED 61,986 +1,125 +1.8% 2.52% $6.3M $100.10
2024 Q2 REDUCED 60,861 -2,536 -4.0% 2.55% $5.9M $94.88
2024 Q1 ADDED 63,397 +2,215 +3.6% 2.59% $5.9M $91.23
2023 Q4 REDUCED 61,182 -117 -0.2% 2.59% $5.2M $83.07
2023 Q3 ADDED 61,299 +357 +0.6% 2.55% $4.6M $73.18
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ESGV price (monthly, adj. close)
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