ACA
Affinity Capital Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Sell |
28,183
-671
| -2% | -$73.6K | 0.53% | 31 |
|
|
2025
Q1 | $2.7M | Sell |
28,854
-21,851
| -43% | -$2.05M | 0.54% | 33 |
|
|
2024
Q4 | $5.34M | Sell |
50,705
-5,555
| -10% | -$585K | 1% | 20 |
|
|
2024
Q3 | $5.72M | Sell |
56,260
-6,642
| -11% | -$675K | 1.11% | 19 |
|
|
2024
Q2 | $6.08M | Sell |
62,902
-823
| -1% | -$79.5K | 1.28% | 17 |
|
|
2024
Q1 | $5.94M | Sell |
63,725
-17,482
| -22% | -$1.63M | 1.32% | 18 |
|
|
2023
Q4 | $6.91M | Sell |
81,207
-14,836
| -15% | -$1.26M | 1.68% | 13 |
|
|
2023
Q3 | $7.22M | Sell |
96,043
-59,929
| -38% | -$4.51M | 1.98% | 12 |
|
|
2023
Q2 | $12.2M | Sell |
155,972
-12,744
| -8% | -$998K | 3.31% | 7 |
|
|
2023
Q1 | $12.1M | Sell |
168,716
-7,231
| -4% | -$519K | 3.76% | 5 |
|
|
2022
Q4 | $11.6M | Buy |
175,947
+8,618
| +5% | +$568K | 3.97% | 5 |
|
|
2022
Q3 | $10.5M | Buy |
167,329
+1,469
| +0.9% | +$92.4K | 3.68% | 7 |
|
|
2022
Q2 | $11M | Buy |
165,860
+44,521
| +37% | +$2.96M | 3.75% | 5 |
|
|
2022
Q1 | $9.84M | Buy |
121,339
+5,102
| +4% | +$414K | 3.08% | 7 |
|
|
2021
Q4 | $10.2M | Buy |
116,237
+12,283
| +12% | +$1.08M | 3.08% | 6 |
|
|
2021
Q3 | $8.32M | Buy |
103,954
+10,304
| +11% | +$825K | 2.79% | 9 |
|
|
2021
Q2 | $7.49M | Buy |
93,650
+9,803
| +12% | +$784K | 2.54% | 9 |
|
|
2021
Q1 | $6.18M | Buy |
83,847
+43,754
| +109% | +$3.23M | 2.27% | 11 |
|
|
2020
Q4 | $2.81M | Buy |
40,093
+34,561
| +625% | +$2.42M | 1.14% | 18 |
|
|
2020
Q3 | $342K | Buy |
+5,532
| New | +$342K | 0.19% | 70 |
|