MARSHALL FINANCIAL GROUP INC /ADV – Vanguard ESG U.S. Stock ETF Transaction History
MARSHALL FINANCIAL GROUP INC /ADV portfolio value:
$875,000
portfolio value
MARSHALL FINANCIAL GROUP INC /ADV quarter portfolio value change:
-5.26%
quarter
Vanguard ESG U.S. Stock ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.42% | 588 shares | -9K | $62.91 | 13.90K |
| Q2 2022 | share | Increase | +1.54% | 202 shares | -179K | $66.4 | 13.31K |
| Q1 2022 | share | Increase | +7.18% | 878 shares | -12K | $81.08 | 13.11K |
| Q4 2021 | share | Increase | +32.49% | 3K shares | 336K | $88.16 | 12.23K |
| Q3 2021 | share | Increase | +25.74% | 1.89K shares | 152K | $80.06 | 9.23K |
| Q2 2021 | share | Increase | +1.44% | 104 shares | 53K | $79.75 | 7.34K |
| Q1 2021 | share | Decrease | -9.48% | -758 shares | -27K | $73.37 | 7.23K |
| Q4 2020 | share | Increase | +14.37% | 1.00K shares | 129K | $69.66 | 7.99K |
| Q3 2020 | share | Increase | +83.47% | 3.18K shares | 217K | $61.15 | 6.99K |
| Q2 2020 | share | Increase | 0.00% | 3.81K shares | 215K | $55.61 | 3.81K |