Copperleaf Capital’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 | $762K | Sell |
6,951
-9
| -0.1% | -$987 | 0.39% | 67 |
|
|
2025
Q1 | $682K | Hold |
6,960
| – | – | 0.41% | 66 |
|
|
2024
Q4 | $730K | Hold |
6,960
| – | – | 0.46% | 56 |
|
|
2024
Q3 | $707K | Hold |
6,960
| – | – | 0.54% | 56 |
|
|
2024
Q2 | $672K | Hold |
6,960
| – | – | 0.54% | 54 |
|
|
2024
Q1 | $649K | Buy |
+6,960
| New | +$649K | 0.56% | 54 |
|