AF
Apexium Financial’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 | $6.24M | Sell |
56,872
-2,307
| -4% | -$253K | 0.33% | 46 |
|
|
2025
Q1 | $5.8M | Buy |
59,179
+120
| +0.2% | +$11.8K | 0.35% | 46 |
|
|
2024
Q4 | $6.19M | Buy |
59,059
+641
| +1% | +$67.2K | 0.38% | 37 |
|
|
2024
Q3 | $5.94M | Sell |
58,418
-262
| -0.4% | -$26.6K | 0.39% | 37 |
|
|
2024
Q2 | $5.67M | Sell |
58,680
-126
| -0.2% | -$12.2K | 0.41% | 34 |
|
|
2024
Q1 | $5.48M | Sell |
58,806
-6,764
| -10% | -$630K | 0.42% | 34 |
|
|
2023
Q4 | $5.58M | Buy |
65,570
+492
| +0.8% | +$41.9K | 0.4% | 36 |
|
|
2023
Q3 | $4.9M | Buy |
65,078
+112
| +0.2% | +$8.43K | 0.49% | 31 |
|
|
2023
Q2 | $5.09M | Buy |
64,966
+1,767
| +3% | +$138K | 0.45% | 30 |
|
|
2023
Q1 | $4.53M | Sell |
63,199
-1,643
| -3% | -$118K | 0.44% | 29 |
|
|
2022
Q4 | $4.27M | Buy |
64,842
+51,934
| +402% | +$3.42M | 0.44% | 28 |
|
|
2022
Q3 | $812K | Buy |
+12,908
| New | +$812K | 0.1% | 86 |
|