Bragg Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.1M | Buy |
9,813
+337
| +4% | +$40K | 0.03% | 212 |
|
|
2025
Q4 | $1.15M | Sell |
9,476
-51
| -0.5% | -$6.12K | 0.04% | 210 |
|
|
2025
Q3 | $1.13M | Sell |
9,527
-3
| -0% | -$342 | 0.04% | 209 |
|
|
2025
Q2 | $1.04M | Sell |
9,530
-4
| -0% | -$403 | 0.04% | 216 |
|
|
2025
Q1 | $934K | Buy |
9,534
+557
| +6% | +$58.2K | 0.04% | 215 |
|
|
2024
Q4 | $942K | Sell |
8,977
-17
| -0.2% | -$1.78K | 0.04% | 212 |
|
|
2024
Q3 | $914K | Buy |
8,994
+207
| +2% | +$20.3K | 0.04% | 214 |
|
|
2024
Q2 | $849K | Buy |
8,787
+54
| +0.6% | +$5K | 0.04% | 213 |
|
|
2024
Q1 | $814K | Buy |
8,733
+272
| +3% | +$24.2K | 0.04% | 214 |
|
|
2023
Q4 | $720K | Sell |
8,461
-3
| -0% | -$236 | 0.03% | 219 |
|
|
2023
Q3 | $637K | Hold |
8,464
| – | – | 0.03% | 228 |
|
|
2023
Q2 | $663K | Hold |
8,464
| – | – | 0.04% | 229 |
|
|
2023
Q1 | $607K | Sell |
8,464
-304
| -3% | -$21.2K | 0.04% | 229 |
|
|
2022
Q4 | $577K | Buy |
8,768
+703
| +9% | +$46.9K | 0.04% | 229 |
|
|
2022
Q3 | $507K | Buy |
8,065
+83
| +1% | +$5.83K | 0.04% | 222 |
|
|
2022
Q2 | $530K | Buy |
7,982
+653
| +9% | +$47.2K | 0.04% | 224 |
|
|
2022
Q1 | $594K | Buy |
7,329
+3,355
| +84% | +$270K | 0.03% | 220 |
|
|
2021
Q4 | $318K | Hold |
3,974
| – | – | 0.02% | 266 |
|
|
2021
Q3 | $318K | Hold |
3,974
| – | – | 0.02% | 266 |
|
|
2021
Q2 | $318K | Hold |
3,974
| – | – | 0.02% | 270 |
|
|
2021
Q1 | $293K | Buy |
3,974
+72
| +2% | +$5.21K | 0.02% | 261 |
|
|
2020
Q4 | $274K | Buy |
3,902
+2
| +0.1% | +$132 | 0.02% | 253 |
|
|
2020
Q3 | $241K | Buy |
3,900
+325
| +9% | +$19.8K | 0.02% | 244 |
|
|
2020
Q2 | $202K | Buy |
+3,575
| New | +$188K | 0.02% | 267 |
|
Other funds holding ESGV
VAI
VF
LWL
VCM
