Bluestem Financial 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 | $312K | Buy |
2,844
+2
| +0.1% | +$219 | 0.13% | 28 |
|
|
2025
Q1 | $278K | Buy |
2,842
+2
| +0.1% | +$196 | 0.13% | 28 |
|
|
2024
Q4 | $298K | Buy |
2,840
+2
| +0.1% | +$210 | 0.14% | 27 |
|
|
2024
Q3 | $288K | Sell |
2,838
-149
| -5% | -$15.1K | 0.13% | 27 |
|
|
2024
Q2 | $289K | Sell |
2,987
-237
| -7% | -$22.9K | 0.15% | 27 |
|
|
2024
Q1 | $300K | Buy |
3,224
+3
| +0.1% | +$280 | 0.16% | 27 |
|
|
2023
Q4 | $274K | Sell |
3,221
-387
| -11% | -$32.9K | 0.16% | 26 |
|
|
2023
Q3 | $271K | Sell |
3,608
-21
| -0.6% | -$1.58K | 0.17% | 23 |
|
|
2023
Q2 | $284K | Buy |
3,629
+10
| +0.3% | +$784 | 0.17% | 24 |
|
|
2023
Q1 | $260K | Buy |
3,619
+10
| +0.3% | +$717 | 0.16% | 25 |
|
|
2022
Q4 | $238K | Buy |
3,609
+17
| +0.5% | +$1.12K | 0.16% | 25 |
|
|
2022
Q3 | $226K | Buy |
3,592
+242
| +7% | +$15.2K | 0.16% | 26 |
|
|
2022
Q2 | $222K | Buy |
3,350
+10
| +0.3% | +$663 | 0.15% | 27 |
|
|
2022
Q1 | $271K | Buy |
3,340
+8
| +0.2% | +$649 | 0.17% | 25 |
|
|
2021
Q4 | $293K | Buy |
3,332
+10
| +0.3% | +$879 | 0.18% | 22 |
|
|
2021
Q3 | $266K | Buy |
3,322
+105
| +3% | +$8.41K | 0.17% | 23 |
|
|
2021
Q2 | $257K | Sell |
3,217
-667
| -17% | -$53.3K | 0.17% | 24 |
|
|
2021
Q1 | $286K | Buy |
3,884
+8
| +0.2% | +$589 | 0.2% | 23 |
|
|
2020
Q4 | $272K | Buy |
3,876
+13
| +0.3% | +$912 | 0.2% | 24 |
|
|
2020
Q3 | $239K | Buy |
+3,863
| New | +$239K | 0.2% | 24 |
|