Allworth 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 | $948K | Sell |
8,649
-360
| -4% | -$39.5K | ﹤0.01% | 653 |
|
|
2025
Q1 | $865K | Buy |
9,009
+4,654
| +107% | +$447K | ﹤0.01% | 554 |
|
|
2024
Q4 | $473K | Buy |
4,355
+2,554
| +142% | +$277K | ﹤0.01% | 700 |
|
|
2024
Q3 | $183K | Buy |
1,801
+636
| +55% | +$64.7K | ﹤0.01% | 843 |
|
|
2024
Q2 | $114K | Buy |
1,165
+137
| +13% | +$13.4K | ﹤0.01% | 1025 |
|
|
2024
Q1 | $95.8K | Hold |
1,028
| – | – | ﹤0.01% | 1034 |
|
|
2023
Q4 | $87.4K | Sell |
1,028
-12
| -1% | -$1.02K | ﹤0.01% | 996 |
|
|
2023
Q3 | $78.2K | Hold |
1,040
| – | – | ﹤0.01% | 967 |
|
|
2023
Q2 | $81.5K | Hold |
1,040
| – | – | ﹤0.01% | 961 |
|
|
2023
Q1 | $74.6K | Sell |
1,040
-3,791
| -78% | -$272K | ﹤0.01% | 945 |
|
|
2022
Q4 | $318K | Buy |
4,831
+832
| +21% | +$54.8K | ﹤0.01% | 544 |
|
|
2022
Q3 | $252K | Buy |
3,999
+3,529
| +751% | +$222K | ﹤0.01% | 544 |
|
|
2022
Q2 | $31K | Buy |
+470
| New | +$31K | ﹤0.01% | 1072 |
|