Concord Wealth Partners’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 | $257K | Hold |
2,341
| – | – | 0.04% | 181 |
|
|
2025
Q1 | $229K | Hold |
2,341
| – | – | 0.04% | 185 |
|
|
2024
Q4 | $246K | Sell |
2,341
-323
| -12% | -$33.9K | 0.04% | 187 |
|
|
2024
Q3 | $271K | Buy |
2,664
+308
| +13% | +$31.3K | 0.05% | 180 |
|
|
2024
Q2 | $228K | Hold |
2,356
| – | – | 0.04% | 186 |
|
|
2024
Q1 | $220K | Hold |
2,356
| – | – | 0.04% | 201 |
|
|
2023
Q4 | $200K | Buy |
2,356
+1,540
| +189% | +$131K | 0.04% | 194 |
|
|
2023
Q3 | $61.4K | Buy |
+816
| New | +$61.4K | 0.01% | 351 |
|