Bartlett & Co Wealth Management’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 | $2.52M | Hold |
22,980
| – | – | 0.04% | 174 |
|
|
2025
Q1 | $2.25M | Buy |
22,980
+50
| +0.2% | +$4.9K | 0.03% | 179 |
|
|
2024
Q4 | $2.41M | Hold |
22,930
| – | – | 0.03% | 180 |
|
|
2024
Q3 | $2.33M | Buy |
22,930
+3,524
| +18% | +$358K | 0.03% | 189 |
|
|
2024
Q2 | $1.88M | Buy |
19,406
+1,485
| +8% | +$143K | 0.03% | 201 |
|
|
2024
Q1 | $1.67M | Sell |
17,921
-959
| -5% | -$89.4K | 0.03% | 215 |
|
|
2023
Q4 | $1.61M | Buy |
18,880
+2,200
| +13% | +$188K | 0.03% | 223 |
|
|
2023
Q3 | $1.25M | Hold |
16,680
| – | – | 0.02% | 235 |
|
|
2023
Q2 | $1.31M | Buy |
16,680
+690
| +4% | +$54.1K | 0.02% | 243 |
|
|
2023
Q1 | $1.15M | Buy |
15,990
+3,675
| +30% | +$264K | 0.02% | 217 |
|
|
2022
Q4 | $811K | Sell |
12,315
-2,760
| -18% | -$182K | 0.02% | 241 |
|
|
2022
Q3 | $948K | Buy |
15,075
+717
| +5% | +$45.1K | 0.02% | 222 |
|
|
2022
Q2 | $953K | Buy |
14,358
+725
| +5% | +$48.1K | 0.02% | 222 |
|
|
2022
Q1 | $1.11M | Buy |
13,633
+5,843
| +75% | +$474K | 0.02% | 222 |
|
|
2021
Q4 | $685K | Buy |
7,790
+1,375
| +21% | +$121K | 0.01% | 266 |
|
|
2021
Q3 | $514K | Buy |
+6,415
| New | +$514K | 0.01% | 257 |
|