APG
Abacus Planning Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Hold |
6,048
| – | – | 0.1% | 102 |
|
|
2025
Q1 | $592K | Hold |
6,048
| – | – | 0.1% | 102 |
|
|
2024
Q4 | $634K | Hold |
6,048
| – | – | 0.11% | 95 |
|
|
2024
Q3 | $615K | Buy |
6,048
+886
| +17% | +$90.1K | 0.11% | 97 |
|
|
2024
Q2 | $499K | Buy |
5,162
+1,027
| +25% | +$99.2K | 0.1% | 104 |
|
|
2024
Q1 | $385K | Hold |
4,135
| – | – | 0.08% | 126 |
|
|
2023
Q4 | $352K | Hold |
4,135
| – | – | 0.07% | 132 |
|
|
2023
Q3 | $311K | Buy |
4,135
+629
| +18% | +$47.3K | 0.08% | 135 |
|
|
2023
Q2 | $275K | Hold |
3,506
| – | – | 0.07% | 149 |
|
|
2023
Q1 | $251K | Hold |
3,506
| – | – | 0.06% | 154 |
|
|
2022
Q4 | $231K | Buy |
+3,506
| New | +$231K | 0.06% | 155 |
|