Avantax Advisory Services’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 | $542K | Sell |
4,945
-48
| -1% | -$5.26K | ﹤0.01% | 1540 |
|
|
2025
Q1 | $489K | Buy |
4,993
+1,144
| +30% | +$112K | ﹤0.01% | 1517 |
|
|
2024
Q4 | $404K | Buy |
3,849
+40
| +1% | +$4.2K | ﹤0.01% | 1589 |
|
|
2024
Q3 | $387K | Buy |
3,809
+1,018
| +36% | +$103K | ﹤0.01% | 1581 |
|
|
2024
Q2 | $270K | Buy |
2,791
+8
| +0.3% | +$773 | ﹤0.01% | 1765 |
|
|
2024
Q1 | $259K | Buy |
+2,783
| New | +$259K | ﹤0.01% | 1388 |
|
|
2023
Q4 | – | Sell |
-3,042
| Closed | -$229K | – | 1601 |
|
|
2023
Q3 | $229K | Buy |
3,042
+9
| +0.3% | +$677 | ﹤0.01% | 1353 |
|
|
2023
Q2 | $238K | Buy |
3,033
+8
| +0.3% | +$627 | ﹤0.01% | 1312 |
|
|
2023
Q1 | $217K | Buy |
+3,025
| New | +$217K | ﹤0.01% | 1331 |
|
|
2022
Q4 | – | Sell |
-3,364
| Closed | -$212K | – | 1429 |
|
|
2022
Q3 | $212K | Buy |
+3,364
| New | +$212K | ﹤0.01% | 1187 |
|
|
2022
Q1 | – | Sell |
-2,520
| Closed | -$221K | – | 1305 |
|
|
2021
Q4 | $221K | Sell |
2,520
-6
| -0.2% | -$526 | ﹤0.01% | 1126 |
|
|
2021
Q3 | $202K | Sell |
2,526
-158
| -6% | -$12.6K | ﹤0.01% | 1110 |
|
|
2021
Q2 | $216K | Sell |
2,684
-88
| -3% | -$7.08K | ﹤0.01% | 1046 |
|
|
2021
Q1 | $204K | Buy |
+2,772
| New | +$204K | ﹤0.01% | 956 |
|
|
2020
Q4 | – | Sell |
-47,265
| Closed | -$2.92M | – | 1056 |
|
|
2020
Q3 | $2.92M | Buy |
+47,265
| New | +$2.92M | 0.05% | 287 |
|