BWM
Benchmark Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $720K | Hold |
6,568
| – | – | 0.32% | 35 |
|
|
2025
Q1 | $643K | Hold |
6,568
| – | – | 0.31% | 36 |
|
|
2024
Q4 | $689K | Sell |
6,568
-339
| -5% | -$35.6K | 0.34% | 29 |
|
|
2024
Q3 | $702K | Buy |
6,907
+69
| +1% | +$7.01K | 0.35% | 29 |
|
|
2024
Q2 | $661K | Sell |
6,838
-470
| -6% | -$45.4K | 0.35% | 30 |
|
|
2024
Q1 | $681K | Hold |
7,308
| – | – | 0.37% | 27 |
|
|
2023
Q4 | $622K | Sell |
7,308
-229
| -3% | -$19.5K | 0.37% | 27 |
|
|
2023
Q3 | $567K | Sell |
7,537
-314
| -4% | -$23.6K | 0.36% | 30 |
|
|
2023
Q2 | $615K | Sell |
7,851
-5,032
| -39% | -$394K | 0.37% | 30 |
|
|
2023
Q1 | $926K | Buy |
12,883
+5,080
| +65% | +$365K | 0.59% | 22 |
|
|
2022
Q4 | $514K | Buy |
+7,803
| New | +$514K | 0.37% | 29 |
|