Access Financial Services’s Vanguard ESG US Stock ETF ESGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Hold |
3,874
| – | – | 0.16% | 78 |
|
|
2025
Q1 | $379K | Hold |
3,874
| – | – | 0.15% | 77 |
|
|
2024
Q4 | $406K | Buy |
3,874
+270
| +7% | +$28.3K | 0.18% | 81 |
|
|
2024
Q3 | $366K | Sell |
3,604
-162
| -4% | -$16.5K | 0.17% | 83 |
|
|
2024
Q2 | $364K | Hold |
3,766
| – | – | 0.17% | 81 |
|
|
2024
Q1 | $351K | Hold |
3,766
| – | – | 0.16% | 79 |
|
|
2023
Q4 | $320K | Sell |
3,766
-38
| -1% | -$3.23K | 0.17% | 82 |
|
|
2023
Q3 | $286K | Buy |
3,804
+320
| +9% | +$24.1K | 0.17% | 80 |
|
|
2023
Q2 | $273K | Buy |
+3,484
| New | +$273K | 0.16% | 79 |
|