Trademark Financial Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Trademark Financial Management, LLC

  • $121 Billion
  • Q1 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 26,540 shares of ESGV stock, worth $2.59 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares
26,540
Previous 42,973 38.24%
Holding current value
$2.59 Million
Previous $3.66 Billion 32.34%
% of portfolio
2.05%
Previous 2.68%

Shares

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

May 07, 2024
SELL
$83.14 - $93.19 $1.37 Million - $1.53 Million
-16,433 Reduced 38.24%
26,540 $2.47 Billion
Q4 2023

Feb 13, 2024
BUY
$71.95 - $85.41 $3.09 Million - $3.67 Million
42,973 New
42,973 $3.66 Billion

Others Institutions Holding ESGV

# of Institutions
500
Shares Held
29.1M
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
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