Avantax Planning 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 | $733K | Hold |
6,683
| – | – | 0.02% | 215 |
|
|
2025
Q1 | $655K | Hold |
6,683
| – | – | 0.02% | 218 |
|
|
2024
Q4 | $701K | Hold |
6,683
| – | – | 0.03% | 208 |
|
|
2024
Q3 | $679K | Buy |
6,683
+741
| +12% | +$75.3K | 0.02% | 211 |
|
|
2024
Q2 | $574K | Hold |
5,942
| – | – | 0.02% | 268 |
|
|
2024
Q1 | $554K | Hold |
5,942
| – | – | 0.02% | 280 |
|
|
2023
Q4 | $505K | Sell |
5,942
-92
| -2% | -$7.83K | 0.02% | 235 |
|
|
2023
Q3 | $454K | Sell |
6,034
-110
| -2% | -$8.27K | 0.02% | 236 |
|
|
2023
Q2 | $481K | Hold |
6,144
| – | – | 0.02% | 238 |
|
|
2023
Q1 | $441K | Buy |
6,144
+1,997
| +48% | +$143K | 0.02% | 245 |
|
|
2022
Q4 | $273K | Buy |
4,147
+604
| +17% | +$39.8K | 0.01% | 310 |
|
|
2022
Q3 | $223K | Buy |
+3,543
| New | +$223K | 0.01% | 313 |
|