Compass Ion 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 | $493K | Sell |
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|
2025
Q1 | $622K | Buy |
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|
2024
Q4 | $665K | Buy |
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|
2024
Q3 | $643K | Buy |
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|
2024
Q2 | $586K | Hold |
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|
2024
Q1 | $586K | Buy |
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|
2023
Q4 | $524K | Buy |
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|
2023
Q3 | $461K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $344K | Sell |
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|
2022
Q1 | $674K | Sell |
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|
2021
Q4 | $832K | Buy |
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|
2021
Q3 | $727K | Buy |
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|
2021
Q2 | $535K | Buy |
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|
2021
Q1 | $465K | Sell |
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|
2020
Q4 | $462K | Buy |
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|
2020
Q3 | $370K | Buy |
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