Beacon Financial Planning’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 | $1.33M | Buy |
12,161
+30
| +0.2% | +$3.29K | 0.74% | 24 |
|
|
2025
Q1 | $1.19M | Buy |
12,131
+32
| +0.3% | +$3.13K | 0.68% | 26 |
|
|
2024
Q4 | $1.27M | Buy |
12,099
+32
| +0.3% | +$3.36K | 0.74% | 21 |
|
|
2024
Q3 | $1.23M | Buy |
12,067
+34
| +0.3% | +$3.46K | 0.76% | 19 |
|
|
2024
Q2 | $1.16M | Buy |
12,033
+37
| +0.3% | +$3.58K | 0.79% | 19 |
|
|
2024
Q1 | $1.12M | Buy |
11,996
+29
| +0.2% | +$2.7K | 0.78% | 16 |
|
|
2023
Q4 | $1.02M | Buy |
11,967
+46
| +0.4% | +$3.91K | 0.8% | 13 |
|
|
2023
Q3 | $897K | Buy |
11,921
+41
| +0.3% | +$3.08K | 0.78% | 13 |
|
|
2023
Q2 | $931K | Sell |
11,880
-1,164
| -9% | -$91.2K | 0.79% | 13 |
|
|
2023
Q1 | $935K | Buy |
13,044
+37
| +0.3% | +$2.65K | 0.88% | 11 |
|
|
2022
Q4 | $857K | Buy |
+13,007
| New | +$857K | 0.89% | 11 |
|