Appleton Partners’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 | $497K | Hold |
4,530
| – | – | 0.04% | 184 |
|
|
2025
Q1 | $444K | Sell |
4,530
-995
| -18% | -$97.5K | 0.03% | 185 |
|
|
2024
Q4 | $580K | Sell |
5,525
-25
| -0.5% | -$2.62K | 0.04% | 163 |
|
|
2024
Q3 | $564K | Buy |
5,550
+165
| +3% | +$16.8K | 0.04% | 165 |
|
|
2024
Q2 | $520K | Sell |
5,385
-445
| -8% | -$43K | 0.04% | 173 |
|
|
2024
Q1 | $543K | Buy |
5,830
+477
| +9% | +$44.4K | 0.04% | 178 |
|
|
2023
Q4 | $455K | Sell |
5,353
-283
| -5% | -$24.1K | 0.04% | 200 |
|
|
2023
Q3 | $424K | Sell |
5,636
-802
| -12% | -$60.3K | 0.04% | 203 |
|
|
2023
Q2 | $504K | Sell |
6,438
-535
| -8% | -$41.9K | 0.04% | 195 |
|
|
2023
Q1 | $500K | Buy |
6,973
+158
| +2% | +$11.3K | 0.04% | 203 |
|
|
2022
Q4 | $449K | Sell |
6,815
-250
| -4% | -$16.5K | 0.04% | 213 |
|
|
2022
Q3 | $444K | Sell |
7,065
-765
| -10% | -$48.1K | 0.04% | 206 |
|
|
2022
Q2 | $520K | Buy |
7,830
+215
| +3% | +$14.3K | 0.05% | 199 |
|
|
2022
Q1 | $617K | Buy |
7,615
+65
| +0.9% | +$5.27K | 0.05% | 193 |
|
|
2021
Q4 | $664K | Buy |
7,550
+458
| +6% | +$40.3K | 0.05% | 195 |
|
|
2021
Q3 | $568K | Buy |
7,092
+3,025
| +74% | +$242K | 0.05% | 197 |
|
|
2021
Q2 | $325K | Buy |
4,067
+600
| +17% | +$47.9K | 0.03% | 240 |
|
|
2021
Q1 | $256K | Buy |
+3,467
| New | +$256K | 0.02% | 257 |
|