Clearview 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
Q2 | $981K | Sell |
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|
2025
Q1 | $879K | Sell |
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|
2024
Q4 | $981K | Sell |
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|
2024
Q3 | $1,000K | Sell |
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|
2024
Q2 | $989K | Sell |
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|
2024
Q1 | $955K | Sell |
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|
2023
Q4 | $1M | Buy |
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|
2023
Q3 | $887K | Sell |
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|
2023
Q2 | $942K | Sell |
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|
2023
Q1 | $868K | Sell |
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|
2022
Q4 | $1.78M | Buy |
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