CFS Investment Advisory Services’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 | $324K | Hold |
2,952
| – | – | 0.03% | 267 |
|
|
2025
Q1 | $289K | Sell |
2,952
-226
| -7% | -$22.1K | 0.03% | 268 |
|
|
2024
Q4 | $333K | Sell |
3,178
-68
| -2% | -$7.13K | 0.03% | 247 |
|
|
2024
Q3 | $330K | Hold |
3,246
| – | – | 0.03% | 238 |
|
|
2024
Q2 | $314K | Buy |
+3,246
| New | +$314K | 0.03% | 215 |
|
|
2023
Q3 | – | Sell |
-3,504
| Closed | -$275K | – | 181 |
|
|
2023
Q2 | $275K | Buy |
+3,504
| New | +$275K | 0.04% | 214 |
|
|
2022
Q3 | – | Sell |
-3,665
| Closed | -$243K | – | 274 |
|
|
2022
Q2 | $243K | Sell |
3,665
-427,924
| -99% | -$28.4M | 0.04% | 193 |
|
|
2022
Q1 | $5K | Buy |
431,589
+425,205
| +6,660% | +$4.93K | 0.02% | 202 |
|
|
2021
Q4 | $521K | Sell |
6,384
-71
| -1% | -$5.79K | 0.07% | 161 |
|
|
2021
Q3 | $517K | Buy |
+6,455
| New | +$517K | 0.07% | 155 |
|
|
2020
Q4 | $510K | Buy |
+7,268
| New | +$510K | 0.08% | 138 |
|