VANGUARD WORLD FD

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

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025
Shares 2,665 Value ($000) $322 Avg Close — Range —
Q3 2025
Shares 1,674 Value ($000) $198 Avg Close — Range —
Q2 2025
Shares 1,171 Value ($000) $128 Avg Close — Range —
Q1 2025
Shares 1,164 Value ($000) $114 Avg Close — Range —
Q4 2024
Shares 1,237 Value ($000) $130 Avg Close — Range —
Q4 2023
Shares 2,343 Value ($000) $204 Avg Close — Range —
Q1 2023
Shares 4,518 Value ($000) $324 Avg Close — Range —
Q4 2022
Shares 3,787 Value ($000) $249 Avg Close — Range —
Q3 2022
Shares 3,309 Value ($000) $208 Avg Close — Range —
Q2 2022
Shares 3,025 Value ($000) $201 Avg Close — Range —
Q1 2022
Shares 2,910 Value ($000) $236 Avg Close — Range —
Q4 2021
Shares 2,360 Value ($000) $207 Avg Close — Range —