BSWM
Boston Standard 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 | $7.72M | Buy |
70,374
+4,531
| +7% | +$497K | 1.39% | 13 |
|
|
2025
Q1 | $6.36M | Sell |
65,843
-473
| -0.7% | -$45.7K | 1.4% | 12 |
|
|
2024
Q4 | $6.96M | Buy |
+66,316
| New | +$6.96M | 1.35% | 13 |
|
|
2024
Q3 | – | Sell |
-65,843
| Closed | -$6.36M | – | 48 |
|
|
2024
Q2 | $6.36M | Sell |
65,843
-1,194
| -2% | -$115K | 1.4% | 12 |
|
|
2024
Q1 | $6.25M | Sell |
67,037
-1,847
| -3% | -$172K | 1.41% | 12 |
|
|
2023
Q4 | $5.18M | Hold |
68,884
| – | – | 1.37% | 13 |
|
|
2023
Q3 | $5.18M | Sell |
68,884
-3,902
| -5% | -$293K | 1.37% | 13 |
|
|
2023
Q2 | $5.7M | Buy |
72,786
+1,432
| +2% | +$112K | 1.46% | 14 |
|
|
2023
Q1 | $5.12M | Sell |
71,354
-10,503
| -13% | -$753K | 1.47% | 14 |
|
|
2022
Q4 | $5.39M | Buy |
81,857
+1,028
| +1% | +$67.7K | 1.6% | 14 |
|
|
2022
Q3 | $5.09M | Buy |
80,829
+924
| +1% | +$58.1K | 1.71% | 13 |
|
|
2022
Q2 | $5.36M | Buy |
79,905
+2,338
| +3% | +$157K | 1.72% | 13 |
|
|
2022
Q1 | $6.29M | Sell |
77,567
-240
| -0.3% | -$19.5K | 1.8% | 12 |
|
|
2021
Q4 | $6.84M | Sell |
77,807
-449
| -0.6% | -$39.5K | 1.91% | 12 |
|
|
2021
Q3 | $6.27M | Buy |
78,256
+339
| +0.4% | +$27.1K | 1.87% | 12 |
|
|
2021
Q2 | $6.23M | Buy |
77,917
+12,294
| +19% | +$983K | 1.89% | 12 |
|
|
2021
Q1 | $4.81M | Buy |
65,623
+5,211
| +9% | +$382K | 1.56% | 13 |
|
|
2020
Q4 | $4.24M | Buy |
60,412
+3,070
| +5% | +$215K | 1.58% | 13 |
|
|
2020
Q3 | $3.54M | Buy |
57,342
+1,842
| +3% | +$114K | 1.49% | 13 |
|
|
2020
Q2 | $3.13M | Buy |
55,500
+2,712
| +5% | +$153K | 1.41% | 13 |
|
|
2020
Q1 | $2.3M | Buy |
52,788
+4,890
| +10% | +$213K | 1.25% | 13 |
|
|
2019
Q4 | $2.71M | Buy |
47,898
+197
| +0.4% | +$11.1K | 1.21% | 13 |
|
|
2019
Q3 | $2.48M | Buy |
47,701
+1,312
| +3% | +$68.1K | 1.19% | 13 |
|
|
2019
Q2 | $2.4M | Buy |
46,389
+13,028
| +39% | +$675K | 1.17% | 13 |
|
|
2019
Q1 | $1.66M | Buy |
+33,361
| New | +$1.66M | 0.86% | 16 |
|