Allworth Financial’s Vanguard ESG US Stock ETF ESGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $948K | Sell |
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|
2025
Q1 | $865K | Buy |
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|
2024
Q4 | $473K | Buy |
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|
2024
Q3 | $183K | Buy |
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|
2024
Q2 | $114K | Buy |
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|
2024
Q1 | $95.8K | Hold |
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|
2023
Q4 | $87.4K | Sell |
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|
2023
Q3 | $78.2K | Hold |
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|
2023
Q2 | $81.5K | Hold |
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|
2023
Q1 | $74.6K | Sell |
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|
2022
Q4 | $318K | Buy |
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|
2022
Q3 | $252K | Buy |
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|
2022
Q2 | $31K | Buy |
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