Angeles Investment Advisors’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 | $25.5M | Sell |
232,599
-140,847
| -38% | -$15.4M | 1.44% | 9 |
|
|
2025
Q1 | $36.6M | Sell |
373,446
-75,895
| -17% | -$7.43M | 1.97% | 10 |
|
|
2024
Q4 | $47.1M | Buy |
449,341
+7,945
| +2% | +$833K | 2.27% | 11 |
|
|
2024
Q3 | $44.9M | Buy |
441,396
+8,731
| +2% | +$888K | 2.29% | 9 |
|
|
2024
Q2 | $41.8M | Sell |
432,665
-46,080
| -10% | -$4.45M | 2.13% | 12 |
|
|
2024
Q1 | $44.6M | Sell |
478,745
-1,125
| -0.2% | -$105K | 2.37% | 12 |
|
|
2023
Q4 | $40.8M | Buy |
479,870
+21,312
| +5% | +$1.81M | 2.46% | 10 |
|
|
2023
Q3 | $34.5M | Buy |
458,558
+90,134
| +24% | +$6.78M | 2.7% | 8 |
|
|
2023
Q2 | $28.9M | Buy |
368,424
+67,904
| +23% | +$5.32M | 2.43% | 5 |
|
|
2023
Q1 | $21.6M | Sell |
300,520
-86,750
| -22% | -$6.22M | 1.77% | 9 |
|
|
2022
Q4 | $25.5M | Sell |
387,270
-82,150
| -18% | -$5.41M | 2.18% | 8 |
|
|
2022
Q3 | $29.5M | Sell |
469,420
-24,830
| -5% | -$1.56M | 3.07% | 4 |
|
|
2022
Q2 | $32.8M | Buy |
+494,250
| New | +$32.8M | 3% | 8 |
|