Cornerstone Wealth Management’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 | $1.97M | Sell |
17,954
-1,873
| -9% | -$205K | 0.12% | 157 |
|
|
2025
Q1 | $1.94M | Sell |
19,827
-386
| -2% | -$37.8K | 0.13% | 152 |
|
|
2024
Q4 | $2.12M | Sell |
20,213
-1,160
| -5% | -$122K | 0.14% | 145 |
|
|
2024
Q3 | $2.17M | Sell |
21,373
-57
| -0.3% | -$5.79K | 0.15% | 136 |
|
|
2024
Q2 | $2.07M | Buy |
21,430
+45
| +0.2% | +$4.35K | 0.16% | 131 |
|
|
2024
Q1 | $1.99M | Buy |
21,385
+310
| +1% | +$28.9K | 0.16% | 129 |
|
|
2023
Q4 | $1.79M | Sell |
21,075
-175
| -0.8% | -$14.9K | 0.15% | 132 |
|
|
2023
Q3 | $1.6M | Sell |
21,250
-1,285
| -6% | -$96.7K | 0.15% | 137 |
|
|
2023
Q2 | $1.77M | Buy |
22,535
+2,169
| +11% | +$170K | 0.16% | 129 |
|
|
2023
Q1 | $1.46M | Buy |
+20,366
| New | +$1.46M | 0.14% | 135 |
|
|
2022
Q2 | – | Sell |
-2,656
| Closed | -$215K | – | 459 |
|
|
2022
Q1 | $215K | Sell |
2,656
-188
| -7% | -$15.2K | 0.02% | 440 |
|
|
2021
Q4 | $250K | Sell |
2,844
-55
| -2% | -$4.84K | 0.02% | 437 |
|
|
2021
Q3 | $232K | Buy |
+2,899
| New | +$232K | 0.02% | 407 |
|