Number of Shares
166,539.00
Current Holdings Value*
$16.31 Mil
% of Portfolio
7.32%
Total Estimate Gain
$4.89 Mil
% of Total Estimate Gain
15.64%

Financial Connections Group, Inc.'s Vanguard ESG U.S. Stock ETF Holding Summary

As of 2025-03-31, Financial Connections Group, Inc. held 166,539.00 shares of Vanguard ESG U.S. Stock ETF(ESGV), totaling $16.31 Mil. This investment constitutes 7.32% of their stock portfolio, and Financial Connections Group, Inc. now holds 0.16% of the outstanding Vanguard ESG U.S. Stock ETF(ESGV) stock.

The initial trade took place in 2021Q4. And since then Financial Connections Group, Inc. has made 10 purchases of ESGV, at an average price of $84.36, for a total of 370,884.00 shares. In addition, there have been 3 sales at an average price of $85.87 for 204,345.00 shares. Based on historical transaction data and ESGV's current price of $111.91, Financial Connections Group, Inc.'s estimated gain on his ESGV holdings is $4.89 Mil, reflecting a 15.64% gain to date.

Financial Connections Group, Inc. ESGV ($111.91) Holding Chart

Financial Connections Group, Inc. ESGV ($111.91) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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