Baldwin Wealth 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 | $422K | Hold |
3,848
| – | – | 0.03% | 156 |
|
|
2025
Q1 | $377K | Sell |
3,848
-300
| -7% | -$29.4K | 0.03% | 164 |
|
|
2024
Q4 | $435K | Buy |
4,148
+1,910
| +85% | +$200K | 0.03% | 164 |
|
|
2024
Q3 | $227K | Hold |
2,238
| – | – | 0.02% | 310 |
|
|
2024
Q2 | $216K | Hold |
2,238
| – | – | 0.02% | 191 |
|
|
2024
Q1 | $209K | Buy |
2,238
+517
| +30% | +$48.2K | 0.02% | 206 |
|
|
2023
Q4 | $146K | Hold |
1,721
| – | – | 0.01% | 238 |
|
|
2023
Q3 | $129K | Buy |
1,721
+801
| +87% | +$60.3K | 0.01% | 270 |
|
|
2023
Q2 | $72.1K | Hold |
920
| – | – | 0.01% | 364 |
|
|
2023
Q1 | $66K | Hold |
920
| – | – | 0.01% | 380 |
|
|
2022
Q4 | $60.6K | Buy |
+920
| New | +$60.6K | 0.01% | 391 |
|