Baron Silver Stevens Financial 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 | $355K | Hold |
3,240
| – | – | 0.06% | 96 |
|
|
2025
Q1 | $317K | Sell |
3,240
-138
| -4% | -$13.5K | 0.06% | 91 |
|
|
2024
Q4 | $354K | Hold |
3,378
| – | – | 0.06% | 83 |
|
|
2024
Q3 | $343K | Buy |
3,378
+106
| +3% | +$10.8K | 0.06% | 85 |
|
|
2024
Q2 | $316K | Sell |
3,272
-1,165
| -26% | -$113K | 0.06% | 87 |
|
|
2024
Q1 | $413K | Hold |
4,437
| – | – | 0.08% | 79 |
|
|
2023
Q4 | $377K | Sell |
4,437
-573
| -11% | -$48.7K | 0.08% | 73 |
|
|
2023
Q3 | $377K | Buy |
5,010
+229
| +5% | +$17.2K | 0.09% | 69 |
|
|
2023
Q2 | $375K | Buy |
4,781
+894
| +23% | +$70K | 0.08% | 69 |
|
|
2023
Q1 | $279K | Sell |
3,887
-546
| -12% | -$39.2K | 0.07% | 79 |
|
|
2022
Q4 | $292K | Buy |
+4,433
| New | +$292K | 0.07% | 72 |
|
|
2022
Q3 | – | Sell |
-7,204
| Closed | -$478K | – | 116 |
|
|
2022
Q2 | $478K | Sell |
7,204
-1,175
| -14% | -$78K | 0.12% | 57 |
|
|
2022
Q1 | $679K | Buy |
8,379
+1,948
| +30% | +$158K | 0.16% | 47 |
|
|
2021
Q4 | $565K | Buy |
6,431
+604
| +10% | +$53.1K | 0.13% | 47 |
|
|
2021
Q3 | $466K | Buy |
5,827
+2,021
| +53% | +$162K | 0.12% | 48 |
|
|
2021
Q2 | $304K | Buy |
+3,806
| New | +$304K | 0.08% | 63 |
|
|
2021
Q1 | – | Sell |
-596
| Closed | -$41K | – | 178 |
|
|
2020
Q4 | $41K | Buy |
+596
| New | +$41K | 0.01% | 148 |
|