Benchmark Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $720K | Hold |
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|
2025
Q1 | $643K | Hold |
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|
2024
Q4 | $689K | Sell |
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|
2024
Q3 | $702K | Buy |
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|
2024
Q2 | $661K | Sell |
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|
2024
Q1 | $681K | Hold |
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|
2023
Q4 | $622K | Sell |
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|
2023
Q3 | $567K | Sell |
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|
2023
Q2 | $615K | Sell |
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|
2023
Q1 | $926K | Buy |
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|
2022
Q4 | $514K | Buy |
|