Pensionmark Financial Group, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Pensionmark Financial Group, LLC

$4.67 Billion
Q3 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 2,340 shares of ESGV stock, worth $278,109. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,340

Previous 2,368 1.18%

Holding current value

$278,109

Previous $259,000 6.95%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$109.47 - $119.06 $3,065 - $3,333	-28 Reduced 1.18%	2,340 $277,000
Q2 2025 Aug 04, 2025	SELL	$86.93 - $109.64 $1,999 - $2,521	-23 Reduced 0.96%	2,368 $259,000
Q1 2025 Apr 29, 2025	BUY	$96.93 - $109.51 $96 - $109	1 Added 0.04%	2,391 $234,000
Q4 2024 Feb 12, 2025	SELL	$100.18 - $109.1 $9,517 - $10,364	-95 Reduced 3.82%	2,390 $250,000
Q3 2024 Nov 14, 2024	BUY	$91.37 - $101.65 $16,081 - $17,890	176 Added 7.62%	2,485 $252,000

Q2 2024 Aug 14, 2024	BUY	$87.24 - $97.37 $201,437 - $224,827	2,309 New	2,309 $223,000
Q3 2023 Nov 14, 2023	BUY	$74.65 - $81.1 $3,060 - $3,325	41 Added 1.16%	3,561 $267,000
Q2 2023 Aug 14, 2023	BUY	$70.39 - $78.35 $211 - $235	3 Added 0.09%	3,520 $275,000
Q1 2023 May 15, 2023	BUY	$65.27 - $73.55 $229,554 - $258,675	3,517 New	3,517 $252,000

Others Institutions Holding ESGV

# of Institutions

706

Shares Held

31.3M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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Pensionmark Financial Group, LLC Vanguard World Fd Esg U.S. Sto Transaction History