Bell Investment 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 | $2.07M | Sell |
18,897
-1,038
| -5% | -$114K | 0.36% | 38 |
|
|
2025
Q1 | $1.95M | Sell |
19,935
-706
| -3% | -$69.2K | 0.36% | 34 |
|
|
2024
Q4 | $2.17M | Sell |
20,641
-645
| -3% | -$67.7K | 0.4% | 33 |
|
|
2024
Q3 | $2.16M | Sell |
21,286
-111
| -0.5% | -$11.3K | 0.4% | 33 |
|
|
2024
Q2 | $2.07M | Buy |
21,397
+34
| +0.2% | +$3.29K | 0.41% | 33 |
|
|
2024
Q1 | $1.99M | Sell |
21,363
-1,485
| -6% | -$138K | 0.39% | 34 |
|
|
2023
Q4 | $1.94M | Buy |
22,848
+431
| +2% | +$36.7K | 0.4% | 32 |
|
|
2023
Q3 | $1.69M | Sell |
22,417
-950
| -4% | -$71.5K | 0.38% | 33 |
|
|
2023
Q2 | $1.83M | Buy |
23,367
+3,259
| +16% | +$255K | 0.41% | 30 |
|
|
2023
Q1 | $1.44M | Buy |
20,108
+3,895
| +24% | +$279K | 0.34% | 33 |
|
|
2022
Q4 | $1.07M | Sell |
16,213
-468
| -3% | -$30.8K | 0.27% | 40 |
|
|
2022
Q3 | $1.05M | Buy |
16,681
+1,036
| +7% | +$65.2K | 0.33% | 36 |
|
|
2022
Q2 | $1.04M | Buy |
+15,645
| New | +$1.04M | 0.32% | 38 |
|
|
2021
Q4 | $1.33M | Buy |
15,171
+2,818
| +23% | +$248K | 0.37% | 36 |
|
|
2021
Q3 | $989K | Buy |
+12,353
| New | +$989K | 0.29% | 39 |
|