VANGUARD WORLD FD

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

West Financial Advisors, LLC's Holding History (CIK: 0001843684)

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

Q4 2025
Shares 18,718 Value ($000) $2,264 Avg Close — Range —
Q3 2025
Shares 19,030 Value ($000) $2,254 Avg Close — Range —
Q2 2025
Shares 20,029 Value ($000) $2,196 Avg Close — Range —
Q1 2025
Shares 19,492 Value ($000) $1,909 Avg Close — Range —
Q4 2024
Shares 19,290 Value ($000) $2,023 Avg Close — Range —
Q3 2024
Shares 21,408 Value ($000) $2,176 Avg Close — Range —
Q2 2024
Shares 22,522 Value ($000) $2,176 Avg Close — Range —
Q1 2024
Shares 16,230 Value ($000) $1,512 Avg Close — Range —
Q4 2023
Shares 16,300 Value ($000) $1,386 Avg Close — Range —
Q3 2023
Shares 17,529 Value ($000) $1,318 Avg Close — Range —
Q2 2023
Shares 17,514 Value ($000) $1,372 Avg Close — Range —
Q1 2023
Shares 17,281 Value ($000) $1,239 Avg Close — Range —
Q4 2022
Shares 16,551 Value ($000) $1,090 Avg Close — Range —
Q3 2022
Shares 15,428 Value ($000) $971 Avg Close — Range —
Q2 2022
Shares 15,424 Value ($000) $1,024 Avg Close — Range —
Q1 2022
Shares 14,747 Value ($000) $1,196 Avg Close — Range —
Q4 2021
Shares 14,521 Value ($000) $1,276 Avg Close — Range —
Q3 2021
Shares 14,951 Value ($000) $1,197 Avg Close — Range —
Q2 2021
Shares 10,406 Value ($000) $832 Avg Close — Range —
Q1 2021
Shares 8,215 Value ($000) $606 Avg Close — Range —
Q4 2020
Shares 8,215 Value ($000) $576 Avg Close — Range —