Clearstead 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 | $38.9K | Hold |
354
| – | – | ﹤0.01% | 1365 |
|
2025
Q1 | $34.6K | Buy |
354
+1
| +0.3% | +$98 | ﹤0.01% | 1262 |
|
2024
Q4 | $37K | Buy |
353
+1
| +0.3% | +$105 | ﹤0.01% | 1230 |
|
2024
Q3 | $35.8K | Buy |
352
+1
| +0.3% | +$102 | ﹤0.01% | 1276 |
|
2024
Q2 | $33.9K | Sell |
351
-29
| -8% | -$2.8K | ﹤0.01% | 1257 |
|
2024
Q1 | $35K | Buy |
+380
| New | +$35K | ﹤0.01% | 844 |
|