Bogart Wealth LLC’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 | $19.4K | Buy |
177
+4
| +2% | +$439 | ﹤0.01% | 628 |
|
|
2025
Q1 | $16.9K | Buy |
173
+1
| +0.6% | +$98 | ﹤0.01% | 618 |
|
|
2024
Q4 | $18.1K | Buy |
172
+21
| +14% | +$2.21K | ﹤0.01% | 602 |
|
|
2024
Q3 | $15.3K | Buy |
151
+99
| +190% | +$10.1K | ﹤0.01% | 597 |
|
|
2024
Q2 | $5.02K | Buy |
52
+9
| +21% | +$870 | ﹤0.01% | 790 |
|
|
2024
Q1 | $4.01K | Buy |
+43
| New | +$4.01K | ﹤0.01% | 810 |
|