Atmos Advisory’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 | $2.73M | Sell |
24,929
-15,775
| -39% | -$1.73M | 1.74% | 13 |
|
|
2025
Q1 | $3.99M | Buy |
40,704
+5,381
| +15% | +$527K | 2.68% | 13 |
|
|
2024
Q4 | $3.71M | Sell |
35,323
-359
| -1% | -$37.7K | 2.57% | 13 |
|
|
2024
Q3 | $3.63M | Sell |
35,682
-1,376
| -4% | -$140K | 2.58% | 13 |
|
|
2024
Q2 | $3.58M | Sell |
37,058
-1,515
| -4% | -$146K | 2.8% | 13 |
|
|
2024
Q1 | $3.59M | Sell |
38,573
-962
| -2% | -$89.6K | 2.88% | 13 |
|
|
2023
Q4 | $3.36M | Sell |
39,535
-1,284
| -3% | -$109K | 2.7% | 14 |
|
|
2023
Q3 | $3.07M | Sell |
40,819
-3,295
| -7% | -$248K | 2.62% | 13 |
|
|
2023
Q2 | $3.46M | Hold |
44,114
| – | – | 2.92% | 13 |
|
|
2023
Q1 | $3.16M | Sell |
44,114
-3,056
| -6% | -$219K | 2.73% | 13 |
|
|
2022
Q4 | $3.11M | Buy |
47,170
+2,114
| +5% | +$139K | 2.78% | 13 |
|
|
2022
Q3 | $2.83M | Hold |
45,056
| – | – | 2.69% | 14 |
|
|
2022
Q2 | $2.99M | Hold |
45,056
| – | – | 2.71% | 14 |
|
|
2022
Q1 | $3.65M | Sell |
45,056
-2,646
| -6% | -$215K | 3.03% | 14 |
|
|
2021
Q4 | $4.19M | Buy |
+47,702
| New | +$4.19M | 3.51% | 14 |
|