Dakota Wealth Management
Position in ESGV — VANGUARD ESG U.S. STOCK ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in ESGV
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 ESGV | $258,108 | 2,299 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 ESGV | $453,600 | 3,750 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 ESGV | $670,844 | 5,664 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 ESGV | $329,687 | 3,007 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 ESGV | $245,364 | 2,505 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 ESGV | $262,749 | 2,505 | Shares | Sole | 2025-01-17 | |
| 2022-03-31 ESGV | $336,482 | 4,150 | Shares | Other | 2022-05-13 | |
| 2021-12-31 ESGV | $414,840 | 4,720 | Shares | Other | 2022-02-10 | |
| 2021-09-30 ESGV | $269,802 | 3,370 | Shares | Other | 2021-11-15 | |
| 2021-06-30 ESGV | $261,534 | 3,270 | Shares | Other | 2021-08-02 | |
| 2021-03-31 ESGV | $233,787 | 3,170 | Shares | Other | 2021-05-10 | |
| 2020-12-31 ESGV | $222,438 | 3,170 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||