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

Trademark Financial Management, LLC

$182 Billion
Q4 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 30,398 shares of ESGV stock, worth $3.61 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares

30,398

Previous 37,764 19.51%

Holding current value

$3.61 Million

Previous $4.47 Billion 17.79%

% of portfolio

2.02%

Previous 2.6%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	SELL	$116.0 - $122.39 $854,456 - $901,524	-7,366 Reduced 19.51%	30,398 $3.68 Billion
Q3 2025 Oct 17, 2025	SELL	$109.47 - $119.06 $42,036 - $45,719	-384 Reduced 1.01%	37,764 $4.47 Billion
Q2 2025 Jul 31, 2025	BUY	$86.93 - $109.64 $198,982 - $250,965	2,289 Added 6.38%	38,148 $4.18 Billion
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

719

Shares Held

32.1M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

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