Trademark Financial Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Trademark Financial Management, LLC
- $123 Billion
- Q2 2024
A detailed history of Trademark Financial Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Trademark Financial Management, LLC holds 26,216 shares of ESGV stock, worth $2.55 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
26,216
Previous 26,540
1.22%
Holding current value
$2.55 Million
Previous $2.47 Billion
2.42%
% of portfolio
2.06%
Previous 2.05%
Shares
3 transactions
Others Institutions Holding ESGV
# of Institutions
514Shares Held
30MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.73MShares$654 Million0.01% of portfolio
-
Visa Foundation1.72MShares$167 Million70.92% of portfolio
-
Creative Planning Overland Park, KS1.18MShares$114 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.08MShares$105 Million0.35% of portfolio
-
Morgan Stanley New York, NY833KShares$80.8 Million0.01% of portfolio