BOPW
Brandywine Oak Private Wealth’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 | $5.17M | Sell |
47,128
-1,909
| -4% | -$209K | 0.48% | 31 |
|
|
2025
Q1 | $4.8M | Buy |
49,037
+4,169
| +9% | +$408K | 0.47% | 33 |
|
|
2024
Q4 | $4.71M | Sell |
44,868
-996
| -2% | -$104K | 0.46% | 33 |
|
|
2024
Q3 | $4.66M | Sell |
45,864
-316
| -0.7% | -$32.1K | 0.45% | 34 |
|
|
2024
Q2 | $4.46M | Sell |
46,180
-150
| -0.3% | -$14.5K | 0.46% | 34 |
|
|
2024
Q1 | $4.32M | Buy |
46,330
+379
| +0.8% | +$35.3K | 0.45% | 35 |
|
|
2023
Q4 | $3.91M | Sell |
45,951
-3,771
| -8% | -$321K | 0.43% | 35 |
|
|
2023
Q3 | $3.74M | Buy |
49,722
+301
| +0.6% | +$22.6K | 0.44% | 33 |
|
|
2023
Q2 | $3.87M | Buy |
49,421
+3,575
| +8% | +$280K | 0.43% | 34 |
|
|
2023
Q1 | $3.29M | Buy |
45,846
+852
| +2% | +$61.1K | 0.38% | 37 |
|
|
2022
Q4 | $2.96M | Buy |
44,994
+1,145
| +3% | +$75.4K | 0.37% | 41 |
|
|
2022
Q3 | $2.76M | Buy |
43,849
+3,402
| +8% | +$214K | 0.37% | 41 |
|
|
2022
Q2 | $2.69M | Buy |
40,447
+5,969
| +17% | +$396K | 0.34% | 43 |
|
|
2022
Q1 | $2.8M | Buy |
34,478
+3,133
| +10% | +$254K | 0.32% | 56 |
|
|
2021
Q4 | $2.75M | Buy |
31,345
+7,105
| +29% | +$624K | 0.3% | 59 |
|
|
2021
Q3 | $1.9M | Sell |
24,240
-350
| -1% | -$27.5K | 0.22% | 76 |
|
|
2021
Q2 | $1.97M | Buy |
24,590
+10,215
| +71% | +$817K | 0.23% | 70 |
|
|
2021
Q1 | $1.06M | Buy |
14,375
+1,094
| +8% | +$80.7K | 0.16% | 91 |
|
|
2020
Q4 | $931K | Buy |
13,281
+881
| +7% | +$61.8K | 0.14% | 95 |
|
|
2020
Q3 | $766K | Sell |
12,400
-975
| -7% | -$60.2K | 0.13% | 99 |
|
|
2020
Q2 | $772K | Buy |
13,375
+2,773
| +26% | +$160K | 0.14% | 93 |
|
|
2020
Q1 | $485K | Buy |
10,602
+2,753
| +35% | +$126K | 0.1% | 111 |
|
|
2019
Q4 | $444K | Buy |
+7,849
| New | +$444K | 0.08% | 127 |
|