Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $7.71M | Buy |
79,779
+6,650
| +9% | +$643K | 0.08% | 107 |
|
|
2024
Q1 | $6.81M | Buy |
73,129
+1,299
| +2% | +$121K | 0.07% | 124 |
|
|
2023
Q4 | $6.11M | Buy |
71,830
+19,348
| +37% | +$1.65M | 0.07% | 128 |
|
|
2023
Q3 | $3.95M | Buy |
52,482
+5,912
| +13% | +$445K | 0.06% | 149 |
|
|
2023
Q2 | $3.65M | Buy |
46,570
+12,773
| +38% | +$1M | 0.05% | 156 |
|
|
2023
Q1 | $2.23M | Hold |
33,797
| – | – | 0.04% | 173 |
|
|
2022
Q4 | $2.23M | Sell |
33,797
-4,928
| -13% | -$325K | 0.04% | 173 |
|
|
2022
Q3 | $2.44M | Sell |
38,725
-24,874
| -39% | -$1.56M | 0.05% | 155 |
|
|
2022
Q2 | $4.22M | Sell |
63,599
-95,736
| -60% | -$6.36M | 0.08% | 117 |
|
|
2022
Q1 | $12.9M | Buy |
159,335
+129,136
| +428% | +$10.5M | 0.25% | 48 |
|
|
2021
Q4 | $2.65M | Buy |
30,199
+1,549
| +5% | +$136K | 0.05% | 156 |
|
|
2021
Q3 | $2.29M | Sell |
28,650
-20
| -0.1% | -$1.6K | 0.05% | 161 |
|
|
2021
Q2 | $2.29M | Buy |
28,670
+3,798
| +15% | +$304K | 0.06% | 156 |
|
|
2021
Q1 | $1.83M | Buy |
24,872
+16,356
| +192% | +$1.21M | 0.09% | 157 |
|
|
2020
Q4 | $598K | Buy |
8,516
+1,945
| +30% | +$137K | 0.03% | 287 |
|
|
2020
Q3 | $406K | Buy |
+6,571
| New | +$406K | 0.03% | 297 |
|