VANGUARD WORLD FD

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

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q1 2025
Shares 2,611 Value ($000) $256 Avg Close — Range —
Q4 2024
Shares 2,836 Value ($000) $297 Avg Close — Range —
Q3 2024
Shares 2,850 Value ($000) $290 Avg Close — Range —
Q2 2024
Shares 2,825 Value ($000) $273 Avg Close — Range —
Q1 2024
Shares 2,719 Value ($000) $253 Avg Close — Range —
Q4 2023
Shares 2,769 Value ($000) $236 Avg Close — Range —
Q3 2023
Shares 2,712 Value ($000) $204 Avg Close — Range —