Beta Wealth Group’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 | – | Sell |
-2,611
| Closed | -$256K | – | 109 |
|
|
2025
Q1 | $256K | Sell |
2,611
-225
| -8% | -$22K | 0.09% | 93 |
|
|
2024
Q4 | $297K | Sell |
2,836
-14
| -0.5% | -$1.47K | 0.13% | 95 |
|
|
2024
Q3 | $290K | Buy |
2,850
+25
| +0.9% | +$2.54K | 0.13% | 90 |
|
|
2024
Q2 | $273K | Buy |
2,825
+106
| +4% | +$10.2K | 0.13% | 91 |
|
|
2024
Q1 | $253K | Sell |
2,719
-50
| -2% | -$4.66K | 0.12% | 91 |
|
|
2023
Q4 | $236K | Buy |
2,769
+57
| +2% | +$4.85K | 0.12% | 94 |
|
|
2023
Q3 | $204K | Buy |
+2,712
| New | +$204K | 0.12% | 96 |
|