Advisornet Financial’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 | $110K | Buy |
1,007
+560
| +125% | +$61.4K | 0.01% | 731 |
|
|
2025
Q1 | $43.7K | Buy |
447
+167
| +60% | +$16.3K | ﹤0.01% | 970 |
|
|
2024
Q4 | $29.4K | Hold |
280
| – | – | ﹤0.01% | 1013 |
|
|
2024
Q3 | $28.5K | Buy |
280
+165
| +143% | +$16.8K | ﹤0.01% | 1073 |
|
|
2024
Q2 | $11.1K | Hold |
115
| – | – | ﹤0.01% | 1270 |
|
|
2024
Q1 | $10.7K | Sell |
115
-671
| -85% | -$62.3K | ﹤0.01% | 1262 |
|
|
2023
Q4 | $66.9K | Sell |
786
-189
| -19% | -$16.1K | 0.01% | 739 |
|
|
2023
Q3 | $73.3K | Hold |
975
| – | – | 0.01% | 690 |
|
|
2023
Q2 | $76.4K | Sell |
975
-266
| -21% | -$20.8K | 0.01% | 701 |
|
|
2023
Q1 | $89K | Sell |
1,241
-236
| -16% | -$16.9K | 0.01% | 648 |
|
|
2022
Q4 | $97.3K | Buy |
1,477
+242
| +20% | +$15.9K | 0.01% | 631 |
|
|
2022
Q3 | $78K | Sell |
1,235
-234
| -16% | -$14.8K | 0.01% | 716 |
|
|
2022
Q2 | $98K | Buy |
1,469
+93
| +7% | +$6.2K | 0.01% | 667 |
|
|
2022
Q1 | $112K | Buy |
1,376
+1,131
| +462% | +$92.1K | 0.01% | 709 |
|
|
2021
Q4 | $22K | Hold |
245
| – | – | ﹤0.01% | 1253 |
|
|
2021
Q3 | $20K | Buy |
+245
| New | +$20K | ﹤0.01% | 1243 |
|
|
2020
Q4 | – | Sell |
-1,300
| Closed | -$80K | – | 1703 |
|
|
2020
Q3 | $80K | Hold |
1,300
| – | – | 0.01% | 730 |
|
|
2020
Q2 | $73K | Hold |
1,300
| – | – | 0.01% | 756 |
|
|
2020
Q1 | $60K | Hold |
1,300
| – | – | 0.01% | 734 |
|
|
2019
Q4 | $74K | Hold |
1,300
| – | – | 0.01% | 765 |
|
|
2019
Q3 | $67K | Hold |
1,300
| – | – | 0.01% | 791 |
|
|
2019
Q2 | $67K | Hold |
1,300
| – | – | 0.01% | 712 |
|
|
2019
Q1 | $64K | Hold |
1,300
| – | – | 0.01% | 667 |
|
|
2018
Q4 | $56K | Buy |
+1,300
| New | +$56K | 0.01% | 661 |
|