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 18,691 shares of ESGV stock, worth $1.96 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
18,691
Previous 17,559 6.45%
Holding current value
$1.96 Million
Previous $1.7 Million 11.97%
% of portfolio
0.57%
Previous 0.55%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD WORLD FD ESG U.S. STO


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