VANGUARD WORLD FD

Ticker: ESGV CUSIP: 921910733 Class: ESG US STK ETF

PDS Planning, Inc's Holding History (CIK: 0000838618)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 4,822 Value ($000) $583 Avg Close — Range —
Q3 2025
Shares 4,979 Value ($000) $590 Avg Close — Range —
Q2 2025
Shares 4,976 Value ($000) $546 Avg Close — Range —
Q1 2025
Shares 4,958 Value ($000) $486 Avg Close — Range —
Q4 2024
Shares 4,712 Value ($000) $494 Avg Close — Range —
Q3 2024
Shares 4,621 Value ($000) $470 Avg Close — Range —
Q2 2024
Shares 4,282 Value ($000) $414 Avg Close — Range —
Q1 2024
Shares 4,289 Value ($000) $400 Avg Close — Range —
Q4 2023
Shares 7,071 Value ($000) $601 Avg Close — Range —
Q3 2023
Shares 4,048 Value ($000) $305 Avg Close — Range —
Q2 2023
Shares 4,040 Value ($000) $317 Avg Close — Range —
Q1 2023
Shares 3,932 Value ($000) $282 Avg Close — Range —
Q4 2022
Shares 3,928 Value ($000) $259 Avg Close — Range —
Q3 2022
Shares 3,767 Value ($000) $237 Avg Close — Range —