Advisory Alpha’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 | $280K | Buy |
+2,557
| New | +$280K | 0.01% | 386 |
|
2020
Q4 | – | Sell |
-765
| Closed | -$48K | – | 265 |
|
2020
Q3 | $48K | Buy |
+765
| New | +$48K | 0.01% | 211 |
|
2020
Q2 | – | Sell |
-760
| Closed | -$37.7K | – | 244 |
|
2020
Q1 | $37.7K | Buy |
760
+252
| +50% | +$12.5K | 0.01% | 238 |
|
2019
Q4 | $29.3K | Buy |
508
+2
| +0.4% | +$115 | 0.01% | 353 |
|
2019
Q3 | $25.8K | Buy |
+506
| New | +$25.8K | 0.01% | 333 |
|
2019
Q2 | – | Sell |
-502
| Closed | -$25.1K | – | 272 |
|
2019
Q1 | $25.1K | Buy |
+502
| New | +$25.1K | 0.01% | 314 |
|