Marshall Financial Group Inc Vanguard World Fd Esg U.S. Sto Transaction History

Marshall Financial Group Inc

  • $303 Million
  • Q1 2024

A detailed history of Marshall Financial Group Inc transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Marshall Financial Group Inc holds 17,515 shares of ESGV stock, worth $1.71 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
17,515
Previous 17,811 1.66%
Holding current value
$1.71 Million
Previous $1.52 Million 7.72%
% of portfolio
0.54%
Previous 0.54%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$83.14 - $93.19 $24,609 - $27,584
-296 Reduced 1.66%
17,515 $1.63 Million
Q4 2023

Feb 07, 2024
BUY
$71.95 - $85.41 $470,984 - $559,093
6,546 Added 58.11%
17,811 $1.52 Million
Q3 2023

Nov 02, 2023
BUY
$74.65 - $81.1 $12,615 - $13,705
169 Added 1.52%
11,265 $847,000
Q2 2023

Aug 10, 2023
SELL
$70.39 - $78.35 $77,640 - $86,420
-1,103 Reduced 9.04%
11,096 $869,000
Q1 2023

May 02, 2023
BUY
$65.27 - $73.55 $48,691 - $54,868
746 Added 6.51%
12,199 $874,000
Q4 2022

Feb 03, 2023
SELL
$63.97 - $70.74 $156,598 - $173,171
-2,448 Reduced 17.61%
11,453 $754,000
Q3 2022

Nov 14, 2022
BUY
N/A
588 Added 4.42%
13,901 $875,000
Q2 2022

Aug 10, 2022
BUY
N/A
202 Added 1.54%
13,313 $884,000
Q1 2022

May 10, 2022
BUY
N/A
878 Added 7.18%
13,111 $1.06 Million
Q4 2021

Feb 08, 2022
BUY
N/A
3,000 Added 32.49%
12,233 $1.08 Million
Q3 2021

Nov 15, 2021
BUY
N/A
1,890 Added 25.74%
9,233 $739,000
Q2 2021

Jul 29, 2021
BUY
N/A
104 Added 1.44%
7,343 $587,000
Q1 2021

May 10, 2021
SELL
N/A
-758 Reduced 9.48%
7,239 $534,000
Q4 2020

Feb 04, 2021
BUY
N/A
1,005 Added 14.37%
7,997 $561,000
Q3 2020

Nov 10, 2020
BUY
N/A
3,181 Added 83.47%
6,992 $432,000
Q2 2020

Jul 27, 2020
BUY
N/A
3,811 New
3,811 $215,000

Others Institutions Holding ESGV

# of Institutions
501
Shares Held
29.2M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG U.S. STO

ESGV Quotes by TradingView
  • Ticker ESGV
  • Sector ETFs
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More about ESGV
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