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

Trademark Financial Management, LLC

$131 Billion
Q1 2025

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 35,859 shares of ESGV stock, worth $3.5 Million. This represents 2.68% of its overall portfolio holdings.

Number of Shares

35,859

Previous 37,369 4.04%

Holding current value

$3.5 Million

Previous $3.92 Billion 10.39%

% of portfolio

2.68%

Previous 3.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$96.93 - $109.51 $146,364 - $165,360	-1,510 Reduced 4.04%	35,859 $3.51 Billion
Q4 2024 Jan 30, 2025	BUY	$100.18 - $109.1 $1.17 Million - $1.27 Million	11,637 Added 45.22%	37,369 $3.92 Billion
Q3 2024 Oct 31, 2024	SELL	$91.37 - $101.65 $44,223 - $49,198	-484 Reduced 1.85%	25,732 $2.62 Billion
Q2 2024 Jul 30, 2024	SELL	$87.24 - $97.37 $28,265 - $31,547	-324 Reduced 1.22%	26,216 $2.53 Billion
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

630

Shares Held

30.6M

Call Options Held

Put Options Held

2.8K

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

More about ESGV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Trademark Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trademark Financial Management, LLC with notifications on news.

Account

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