Appleton Partners’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 | $497K | Hold |
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|
2025
Q1 | $444K | Sell |
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|
2024
Q4 | $580K | Sell |
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|
2024
Q3 | $564K | Buy |
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|
2024
Q2 | $520K | Sell |
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|
2024
Q1 | $543K | Buy |
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|
2023
Q4 | $455K | Sell |
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|
2023
Q3 | $424K | Sell |
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|
2023
Q2 | $504K | Sell |
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|
2023
Q1 | $500K | Buy |
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|
2022
Q4 | $449K | Sell |
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|
2022
Q3 | $444K | Sell |
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|
2022
Q2 | $520K | Buy |
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|
2022
Q1 | $617K | Buy |
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|
2021
Q4 | $664K | Buy |
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|
2021
Q3 | $568K | Buy |
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|
2021
Q2 | $325K | Buy |
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|
2021
Q1 | $256K | Buy |
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