Acima Private Wealth’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 | $38.6K | Hold |
352
| – | – | 0.01% | 151 |
|
|
2025
Q1 | $34.5K | Hold |
352
| – | – | 0.01% | 156 |
|
|
2024
Q4 | $36.9K | Hold |
352
| – | – | 0.01% | 157 |
|
|
2024
Q3 | $35.8K | Sell |
352
-130
| -27% | -$13.2K | 0.01% | 157 |
|
|
2024
Q2 | $46.6K | Hold |
482
| – | – | 0.02% | 151 |
|
|
2024
Q1 | $44.9K | Hold |
482
| – | – | 0.02% | 158 |
|
|
2023
Q4 | $41K | Sell |
482
-390
| -45% | -$33.2K | 0.02% | 167 |
|
|
2023
Q3 | $65.6K | Hold |
872
| – | – | 0.03% | 158 |
|
|
2023
Q2 | $68.3K | Hold |
872
| – | – | 0.03% | 160 |
|
|
2023
Q1 | $62.5K | Hold |
872
| – | – | 0.03% | 162 |
|
|
2022
Q4 | $57.4K | Sell |
872
-157
| -15% | -$10.3K | 0.03% | 153 |
|
|
2022
Q3 | $64.7K | Hold |
1,029
| – | – | 0.03% | 148 |
|
|
2022
Q2 | $68.3K | Hold |
1,029
| – | – | 0.03% | 150 |
|
|
2022
Q1 | $83K | Sell |
1,029
-622
| -38% | -$50.2K | 0.04% | 150 |
|
|
2021
Q4 | $145K | Hold |
1,651
| – | – | 0.06% | 139 |
|
|
2021
Q3 | $132K | Sell |
1,651
-129
| -7% | -$10.3K | 0.06% | 137 |
|
|
2021
Q2 | $142K | Hold |
1,780
| – | – | 0.07% | 135 |
|
|
2021
Q1 | $131K | Hold |
1,780
| – | – | 0.06% | 137 |
|
|
2020
Q4 | $125K | Hold |
1,780
| – | – | 0.06% | 133 |
|
|
2020
Q3 | $110K | Buy |
1,780
+481
| +37% | +$29.7K | 0.07% | 131 |
|
|
2020
Q2 | $73K | Hold |
1,299
| – | – | 0.05% | 149 |
|
|
2020
Q1 | $59K | Buy |
+1,299
| New | +$59K | 0.05% | 155 |
|