Marshall Financial Group Inc Vanguard World Fd Esg Intl Stk Transaction History

Marshall Financial Group Inc

$334 Million
Q2 2025

A detailed history of Marshall Financial Group Inc transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Marshall Financial Group Inc holds 28,519 shares of VSGX stock, worth $2 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

28,519

Previous 28,136 1.36%

Holding current value

$2 Million

Previous $1.66 Million 12.54%

% of portfolio

0.56%

Previous 0.52%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$52.84 - $65.52 $20,237 - $25,094	383 Added 1.36%	28,519 $1.87 Million
Q1 2025 Apr 30, 2025	BUY	$55.47 - $61.45 $2,052 - $2,273	37 Added 0.13%	28,136 $1.66 Million
Q4 2024 Jan 24, 2025	BUY	$56.61 - $61.63 $45,910 - $49,981	811 Added 2.97%	28,099 $1.59 Million
Q3 2024 Nov 04, 2024	BUY	$55.06 - $62.25 $40,083 - $45,318	728 Added 2.74%	27,288 $1.68 Million
Q2 2024 Aug 09, 2024	BUY	$54.72 - $58.75 $13,844 - $14,863	253 Added 0.96%	26,560 $1.52 Million
Q1 2024 May 08, 2024	BUY	$53.19 - $57.84 $64,253 - $69,870	1,208 Added 4.81%	26,307 $1.51 Million
Q4 2023 Feb 07, 2024	BUY	$48.05 - $55.28 $387,859 - $446,220	8,072 Added 47.41%	25,099 $1.39 Million
Q3 2023 Nov 02, 2023	BUY	$50.23 - $55.2 $16,224 - $17,829	323 Added 1.93%	17,027 $858,000
Q2 2023 Aug 10, 2023	SELL	$51.68 - $54.7 $66,202 - $70,070	-1,281 Reduced 7.12%	16,704 $887,000
Q1 2023 May 02, 2023	BUY	$49.49 - $54.07 $34,643 - $37,849	700 Added 4.05%	17,985 $941,000
Q4 2022 Feb 03, 2023	BUY	$43.1 - $51.11 $102,836 - $121,948	2,386 Added 16.01%	17,285 $850,000
Q3 2022 Nov 14, 2022	BUY	$43.44 - $51.83 $223,325 - $266,458	5,141 Added 52.68%	14,899 $647,000
Q2 2022 Aug 10, 2022	SELL	$48.34 - $58.27 $11,794 - $14,217	-244 Reduced 2.44%	9,758 $479,000
Q1 2022 May 10, 2022	SELL	$53.11 - $62.8 $44,187 - $52,249	-832 Reduced 7.68%	10,002 $572,000
Q4 2021 Feb 08, 2022	BUY	$60.05 - $64.51 $189,818 - $203,916	3,161 Added 41.2%	10,834 $672,000
Q3 2021 Nov 15, 2021	BUY	$61.73 - $65.61 $148,892 - $158,251	2,412 Added 45.85%	7,673 $474,000
Q2 2021 Jul 29, 2021	BUY	$61.69 - $65.78 $2,097 - $2,236	34 Added 0.65%	5,261 $337,000
Q1 2021 May 10, 2021	SELL	$59.52 - $63.83 $38,092 - $40,851	-640 Reduced 10.91%	5,227 $321,000
Q4 2020 Feb 04, 2021	BUY	$50.72 - $59.51 $101 - $119	2 Added 0.03%	5,867 $348,000
Q3 2020 Nov 10, 2020	BUY	$48.36 - $53.16 $283,631 - $311,783	5,865 New	5,865 $303,000

Others Institutions Holding VSGX

# of Institutions

409

Shares Held

21.1M

Call Options Held

Put Options Held

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Marshall Financial Group Inc Vanguard World Fd Esg Intl Stk Transaction History