Aptus Capital 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 | $127K | Buy |
1,157
+2
| +0.2% | +$219 | ﹤0.01% | 1018 |
|
|
2025
Q1 | $113K | Buy |
1,155
+1
| +0.1% | +$98 | ﹤0.01% | 984 |
|
|
2024
Q4 | $121K | Buy |
1,154
+665
| +136% | +$69.8K | ﹤0.01% | 967 |
|
|
2024
Q3 | $49.7K | Buy |
489
+365
| +294% | +$37.1K | ﹤0.01% | 937 |
|
|
2024
Q2 | $12K | Hold |
124
| – | – | ﹤0.01% | 1011 |
|
|
2024
Q1 | $11.6K | Hold |
124
| – | – | ﹤0.01% | 1013 |
|
|
2023
Q4 | $10.5K | Buy |
+124
| New | +$10.5K | ﹤0.01% | 789 |
|
|
2023
Q2 | – | Sell |
-124
| Closed | -$8.89K | – | 805 |
|
|
2023
Q1 | $8.89K | Hold |
124
| – | – | ﹤0.01% | 688 |
|
|
2022
Q4 | $8.17K | Hold |
124
| – | – | ﹤0.01% | 703 |
|
|
2022
Q3 | $7K | Sell |
124
-105
| -46% | -$5.93K | ﹤0.01% | 679 |
|
|
2022
Q2 | $16K | Hold |
229
| – | – | ﹤0.01% | 539 |
|
|
2022
Q1 | $18K | Buy |
+229
| New | +$18K | ﹤0.01% | 564 |
|