Chicago Partners Investment Group’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 | $567K | Buy |
5,044
+7
| +0.1% | +$786 | 0.02% | 550 |
|
|
2025
Q1 | $498K | Buy |
5,037
+283
| +6% | +$28K | 0.02% | 516 |
|
|
2024
Q4 | $501K | Buy |
4,754
+143
| +3% | +$15.1K | 0.02% | 512 |
|
|
2024
Q3 | $471K | Buy |
4,611
+8
| +0.2% | +$817 | 0.02% | 505 |
|
|
2024
Q2 | $442K | Sell |
4,603
-26
| -0.6% | -$2.5K | 0.02% | 499 |
|
|
2024
Q1 | $413K | Buy |
4,629
+2
| +0% | +$178 | 0.02% | 501 |
|
|
2023
Q4 | $402K | Buy |
4,627
+536
| +13% | +$46.6K | 0.02% | 474 |
|
|
2023
Q3 | $302K | Buy |
+4,091
| New | +$302K | 0.02% | 506 |
|