Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Hold |
|
|||||
|
2025
Q1 | $268K | Sell |
|
|||||
|
2024
Q4 | $288K | Hold |
|
|||||
|
2024
Q3 | $279K | Hold |
|
|||||
|
2024
Q2 | $265K | Sell |
|
|||||
|
2024
Q1 | $258K | Sell |
|
|||||
|
2023
Q4 | $697K | Sell |
|
|||||
|
2023
Q3 | $629K | Hold |
|
|||||
|
2023
Q2 | $655K | Hold |
|
|||||
|
2023
Q1 | $599K | Hold |
|
|||||
|
2022
Q4 | $551K | Sell |
|
|||||
|
2022
Q3 | $596K | Hold |
|
|||||
|
2022
Q2 | $630K | Buy |
|
|||||
|
2022
Q1 | $683K | Hold |
|
|||||
|
2021
Q4 | $740K | Buy |
|
|||||
|
2021
Q3 | $652K | Hold |
|
|||||
|
2021
Q2 | $651K | Hold |
|
|||||
|
2021
Q1 | $600K | Sell |
|
|||||
|
2020
Q4 | $577K | Sell |
|
|||||
|
2020
Q3 | $509K | Buy |
|
|||||
|
2020
Q2 | $399K | Buy |
|