Carolina Wealth 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 | $143K | Sell |
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|
2025
Q2 | $155K | Sell |
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2025
Q1 | $147K | Sell |
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|
2024
Q4 | $178K | Sell |
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|
2024
Q3 | $180K | Hold |
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|
2024
Q2 | $171K | Sell |
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|
2024
Q1 | $175K | Hold |
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|
2023
Q4 | $160K | Sell |
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|
2023
Q3 | $150K | Buy |
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|
2023
Q2 | $134K | Hold |
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|
2023
Q1 | $123K | Sell |
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|
2022
Q4 | $118K | Buy |
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|
2022
Q3 | $86K | Buy |
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|
2022
Q2 | $72K | Sell |
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|
2022
Q1 | $173K | Hold |
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|
2021
Q4 | $187K | Buy |
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|
2021
Q3 | $111K | Hold |
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|
2021
Q2 | $111K | Hold |
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|
2021
Q1 | $102K | Hold |
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|
2020
Q4 | $97K | Buy |
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|
2020
Q3 | $74K | Buy |
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