Capstone Financial Advisors’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
Q3 | $633K | Buy |
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|
2025
Q2 | $582K | Sell |
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|
2025
Q1 | $564K | Sell |
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|
2024
Q4 | $771K | Buy |
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|
2024
Q3 | $730K | Sell |
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|
2024
Q2 | $819K | Buy |
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|
2024
Q1 | $784K | Buy |
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|
2023
Q4 | $711K | Buy |
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|
2023
Q3 | $551K | Buy |
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|
2023
Q2 | $572K | Buy |
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|
2023
Q1 | $521K | Buy |
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|
2022
Q4 | $466K | Buy |
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|
2022
Q3 | $443K | Buy |
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|
2022
Q2 | $295K | Sell |
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|
2022
Q1 | $582K | Buy |
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|
2021
Q4 | $551K | Buy |
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|
2021
Q3 | $425K | Buy |
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|
2021
Q2 | $423K | Buy |
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|
2021
Q1 | $381K | Buy |
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|
2020
Q4 | $243K | Buy |
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