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

Marshall Financial Group Inc

  • $327 Million
  • Q4 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 19,774 shares of ESGV stock, worth $2.15 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
19,774
Previous 18,691 5.79%
Holding current value
$2.15 Million
Previous $1.9 Million 9.22%
% of portfolio
0.63%
Previous 0.57%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$100.18 - $109.1 $108,494 - $118,155
1,083 Added 5.79%
19,774 $2.07 Million
Q3 2024

Nov 04, 2024
BUY
$91.37 - $101.65 $103,430 - $115,067
1,132 Added 6.45%
18,691 $1.9 Million
Q2 2024

Aug 09, 2024
BUY
$87.24 - $97.37 $3,838 - $4,284
44 Added 0.25%
17,559 $1.7 Million
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
$62.41 - $70.74 $152,779 - $173,171
-2,448 Reduced 17.61%
11,453 $754,000
Q3 2022

Nov 14, 2022
BUY
$62.91 - $76.54 $36,991 - $45,005
588 Added 4.42%
13,901 $875,000
Q2 2022

Aug 10, 2022
BUY
$63.97 - $82.17 $12,921 - $16,598
202 Added 1.54%
13,313 $884,000
Q1 2022

May 10, 2022
BUY
$74.15 - $88.3 $65,103 - $77,527
878 Added 7.18%
13,111 $1.06 Million
Q4 2021

Feb 08, 2022
BUY
$79.7 - $88.45 $239,100 - $265,350
3,000 Added 32.49%
12,233 $1.08 Million
Q3 2021

Nov 15, 2021
BUY
$79.36 - $84.88 $149,990 - $160,423
1,890 Added 25.74%
9,233 $739,000
Q2 2021

Jul 29, 2021
BUY
$74.71 - $80.04 $7,769 - $8,324
104 Added 1.44%
7,343 $587,000
Q1 2021

May 10, 2021
SELL
$69.3 - $74.47 $52,529 - $56,448
-758 Reduced 9.48%
7,239 $534,000
Q4 2020

Feb 04, 2021
BUY
$60.54 - $70.17 $60,842 - $70,520
1,005 Added 14.37%
7,997 $561,000
Q3 2020

Nov 10, 2020
BUY
$56.71 - $65.92 $180,394 - $209,691
3,181 Added 83.47%
6,992 $432,000
Q2 2020

Jul 27, 2020
BUY
$43.65 - $58.01 $166,350 - $221,076
3,811 New
3,811 $215,000

Others Institutions Holding ESGV

# of Institutions
617
Shares Held
30.2M
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
  • Industry ETFs
More about ESGV
Track This Portfolio

Track Marshall Financial Group Inc Portfolio

Follow Marshall Financial Group Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall Financial Group Inc , based on Form 13F filings with the SEC.

News

Stay updated on Marshall Financial Group Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email