AE Wealth Management’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 | $128K | Buy |
1,171
+7
| +0.6% | +$767 | ﹤0.01% | 1417 |
|
|
2025
Q1 | $114K | Sell |
1,164
-73
| -6% | -$7.15K | ﹤0.01% | 1410 |
|
|
2024
Q4 | $130K | Buy |
+1,237
| New | +$130K | ﹤0.01% | 1371 |
|
|
2024
Q1 | – | Sell |
-2,343
| Closed | -$204K | – | 1398 |
|
|
2023
Q4 | $204K | Buy |
+2,343
| New | +$204K | ﹤0.01% | 1882 |
|
|
2023
Q2 | – | Sell |
-4,518
| Closed | -$324K | – | 1940 |
|
|
2023
Q1 | $324K | Buy |
4,518
+731
| +19% | +$52.4K | ﹤0.01% | 1514 |
|
|
2022
Q4 | $249K | Buy |
3,787
+478
| +14% | +$31.5K | ﹤0.01% | 1573 |
|
|
2022
Q3 | $208K | Buy |
3,309
+284
| +9% | +$17.9K | ﹤0.01% | 1599 |
|
|
2022
Q2 | $201K | Buy |
3,025
+115
| +4% | +$7.64K | ﹤0.01% | 1593 |
|
|
2022
Q1 | $236K | Buy |
2,910
+550
| +23% | +$44.6K | ﹤0.01% | 1520 |
|
|
2021
Q4 | $207K | Buy |
+2,360
| New | +$207K | ﹤0.01% | 1594 |
|