BWP
BSW Wealth Partners’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 | $7.59M | Buy |
69,182
+13,076
| +23% | +$1.43M | 1.04% | 21 |
|
|
2025
Q1 | $5.5M | Sell |
56,106
-8,970
| -14% | -$879K | 0.83% | 25 |
|
|
2024
Q4 | $6.83M | Buy |
65,076
+658
| +1% | +$69K | 1% | 19 |
|
|
2024
Q3 | $6.55M | Buy |
64,418
+451
| +0.7% | +$45.8K | 0.98% | 17 |
|
|
2024
Q2 | $6.18M | Sell |
63,967
-9,681
| -13% | -$935K | 1.01% | 18 |
|
|
2024
Q1 | $6.86M | Sell |
73,648
-5,175
| -7% | -$482K | 1.16% | 18 |
|
|
2023
Q4 | $6.7M | Buy |
78,823
+4,646
| +6% | +$395K | 1.33% | 14 |
|
|
2023
Q3 | $5.58M | Sell |
74,177
-1,538
| -2% | -$116K | 1.24% | 17 |
|
|
2023
Q2 | $5.93M | Sell |
75,715
-1,523
| -2% | -$119K | 1.24% | 16 |
|
|
2023
Q1 | $5.54M | Buy |
77,238
+5,522
| +8% | +$396K | 1.13% | 17 |
|
|
2022
Q4 | $4.72M | Buy |
+71,716
| New | +$4.72M | 1.01% | 19 |
|