AFG
Albion Financial Group’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 | – | Sell |
-16,499
| Closed | -$1.62M | – | 598 |
|
|
2025
Q1 | $1.62M | Buy |
16,499
+11,699
| +244% | +$1.15M | 0.11% | 90 |
|
|
2024
Q4 | $503K | Buy |
4,800
+3,700
| +336% | +$388K | 0.03% | 143 |
|
|
2024
Q3 | $112K | Hold |
1,100
| – | – | 0.01% | 195 |
|
|
2024
Q2 | $106K | Sell |
1,100
-875
| -44% | -$84.5K | 0.01% | 200 |
|
|
2024
Q1 | $184K | Sell |
1,975
-7,070
| -78% | -$659K | 0.01% | 182 |
|
|
2023
Q4 | $769K | Buy |
9,045
+7,945
| +722% | +$676K | 0.06% | 122 |
|
|
2023
Q3 | $82.7K | Sell |
1,100
-41,127
| -97% | -$3.09M | 0.01% | 193 |
|
|
2023
Q2 | $3.31M | Buy |
+42,227
| New | +$3.31M | 0.29% | 66 |
|
|
2023
Q1 | – | Sell |
-103
| Closed | -$6.78K | – | 458 |
|
|
2022
Q4 | $6.78K | Buy |
+103
| New | +$6.78K | ﹤0.01% | 328 |
|
|
2022
Q3 | – | Sell |
-1,229
| Closed | -$82K | – | 474 |
|
|
2022
Q2 | $82K | Hold |
1,229
| – | – | 0.01% | 201 |
|
|
2022
Q1 | $100K | Buy |
1,229
+4
| +0.3% | +$325 | 0.01% | 226 |
|
|
2021
Q4 | $108K | Buy |
+1,225
| New | +$108K | 0.01% | 241 |
|