AWP
Abacus Wealth Partners’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 | $247K | Hold |
2,252
| – | – | 0.04% | 89 |
|
|
2025
Q1 | $221K | Hold |
2,252
| – | – | 0.03% | 80 |
|
|
2024
Q4 | $236K | Hold |
2,252
| – | – | 0.04% | 77 |
|
|
2024
Q3 | $229K | Hold |
2,252
| – | – | 0.03% | 82 |
|
|
2024
Q2 | $218K | Hold |
2,252
| – | – | 0.04% | 77 |
|
|
2024
Q1 | $210K | Buy |
+2,252
| New | +$210K | 0.04% | 82 |
|
|
2022
Q2 | – | Sell |
-3,176
| Closed | -$258K | – | 85 |
|
|
2022
Q1 | $258K | Buy |
3,176
+433
| +16% | +$35.1K | 0.11% | 67 |
|
|
2021
Q4 | $241K | Buy |
+2,743
| New | +$241K | 0.09% | 101 |
|