Valmark Advisers, Inc. Vanguard World Fd Esg Intl Stk Transaction History

Valmark Advisers, Inc.

$6.54 Billion
Q1 2025

A detailed history of Valmark Advisers, Inc. transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Valmark Advisers, Inc. holds 4,854 shares of VSGX stock, worth $308,617. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,854

Previous 4,446 9.18%

Holding current value

$308,617

Previous $252,000 13.49%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$55.47 - $61.45 $22,631 - $25,071	408 Added 9.18%	4,854 $286,000
Q4 2024 Jan 30, 2025	SELL	$56.61 - $61.63 $11,718 - $12,757	-207 Reduced 4.45%	4,446 $252,000
Q3 2024 Oct 25, 2024	BUY	$55.06 - $62.25 $11,452 - $12,948	208 Added 4.68%	4,653 $286,000
Q2 2024 Jul 31, 2024	BUY	$54.72 - $58.75 $243,230 - $261,143	4,445 New	4,445 $254,000
Q2 2022 Aug 01, 2022	SELL	$48.34 - $58.27 $171,075 - $206,217	-3,539 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$60.05 - $64.51 $3,062 - $3,290	51 Added 1.46%	3,539 $219,000
Q3 2021 Nov 09, 2021	BUY	$61.73 - $65.61 $215,314 - $228,847	3,488 New	3,488 $215,000

Others Institutions Holding VSGX

# of Institutions

383

Shares Held

19.6M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG INTL STK

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Valmark Advisers, Inc. Vanguard World Fd Esg Intl Stk Transaction History