Brio Consultants’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 | $339K | Sell |
3,093
-3,946
| -56% | -$433K | 0.05% | 102 |
|
|
2025
Q1 | $689K | Buy |
7,039
+4,621
| +191% | +$453K | 0.11% | 68 |
|
|
2024
Q4 | $254K | Buy |
+2,418
| New | +$254K | 0.04% | 100 |
|
|
2024
Q1 | – | Sell |
-2,940
| Closed | -$250K | – | 98 |
|
|
2023
Q4 | $250K | Buy |
2,940
+11
| +0.4% | +$936 | 0.04% | 90 |
|
|
2023
Q3 | $220K | Buy |
2,929
+9
| +0.3% | +$677 | 0.04% | 87 |
|
|
2023
Q2 | $229K | Buy |
+2,920
| New | +$229K | 0.04% | 89 |
|
|
2022
Q3 | – | Sell |
-9,621
| Closed | -$644K | – | 94 |
|
|
2022
Q2 | $644K | Buy |
+9,621
| New | +$644K | 0.15% | 52 |
|