Carolina Wealth Advisors’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 | $155K | Sell |
1,418
-85
| -6% | -$9.32K | 0.08% | 60 |
|
|
2025
Q1 | $147K | Sell |
1,503
-195
| -11% | -$19.1K | 0.08% | 74 |
|
|
2024
Q4 | $178K | Sell |
1,698
-71
| -4% | -$7.45K | 0.1% | 68 |
|
|
2024
Q3 | $180K | Hold |
1,769
| – | – | 0.09% | 58 |
|
|
2024
Q2 | $171K | Sell |
1,769
-109
| -6% | -$10.5K | 0.08% | 58 |
|
|
2024
Q1 | $175K | Hold |
1,878
| – | – | 0.09% | 63 |
|
|
2023
Q4 | $160K | Sell |
1,878
-111
| -6% | -$9.44K | 0.08% | 73 |
|
|
2023
Q3 | $150K | Buy |
1,989
+278
| +16% | +$20.9K | 0.08% | 82 |
|
|
2023
Q2 | $134K | Hold |
1,711
| – | – | 0.08% | 69 |
|
|
2023
Q1 | $123K | Sell |
1,711
-78
| -4% | -$5.59K | 0.07% | 81 |
|
|
2022
Q4 | $118K | Buy |
1,789
+420
| +31% | +$27.7K | 0.07% | 77 |
|
|
2022
Q3 | $86K | Buy |
1,369
+281
| +26% | +$17.7K | 0.07% | 80 |
|
|
2022
Q2 | $72K | Sell |
1,088
-1,045
| -49% | -$69.2K | 0.05% | 99 |
|
|
2022
Q1 | $173K | Hold |
2,133
| – | – | 0.11% | 87 |
|
|
2021
Q4 | $187K | Buy |
2,133
+744
| +54% | +$65.2K | 0.11% | 88 |
|
|
2021
Q3 | $111K | Hold |
1,389
| – | – | 0.07% | 93 |
|
|
2021
Q2 | $111K | Hold |
1,389
| – | – | 0.07% | 99 |
|
|
2021
Q1 | $102K | Hold |
1,389
| – | – | 0.07% | 90 |
|
|
2020
Q4 | $97K | Buy |
1,389
+189
| +16% | +$13.2K | 0.08% | 59 |
|
|
2020
Q3 | $74K | Buy |
+1,200
| New | +$74K | 0.07% | 55 |
|