Creative Financial Designs’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 | $13.7K | Hold |
125
| – | – | ﹤0.01% | 1254 |
|
|
2025
Q1 | $12.2K | Hold |
125
| – | – | ﹤0.01% | 1236 |
|
|
2024
Q4 | $13.1K | Sell |
125
-78
| -38% | -$8.18K | ﹤0.01% | 1154 |
|
|
2024
Q3 | $20.6K | Buy |
203
+38
| +23% | +$3.86K | ﹤0.01% | 1020 |
|
|
2024
Q2 | $15.9K | Hold |
165
| – | – | ﹤0.01% | 1046 |
|
|
2024
Q1 | $15.4K | Hold |
165
| – | – | ﹤0.01% | 1035 |
|
|
2023
Q4 | $14K | Hold |
165
| – | – | ﹤0.01% | 996 |
|
|
2023
Q3 | $12.4K | Buy |
165
+65
| +65% | +$4.89K | ﹤0.01% | 965 |
|
|
2023
Q2 | $7.84K | Sell |
100
-607
| -86% | -$47.6K | ﹤0.01% | 1084 |
|
|
2023
Q1 | $50.7K | Hold |
707
| – | – | 0.01% | 595 |
|
|
2022
Q4 | $46.6K | Hold |
707
| – | – | 0.01% | 585 |
|
|
2022
Q3 | $44K | Hold |
707
| – | – | 0.01% | 578 |
|
|
2022
Q2 | $47K | Hold |
707
| – | – | 0.01% | 561 |
|
|
2022
Q1 | $57K | Hold |
707
| – | – | 0.01% | 539 |
|
|
2021
Q4 | $62K | Buy |
707
+207
| +41% | +$18.2K | 0.01% | 528 |
|
|
2021
Q3 | $40K | Hold |
500
| – | – | 0.01% | 662 |
|
|
2021
Q2 | $40K | Buy |
+500
| New | +$40K | 0.01% | 663 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 506 |
|
|
2019
Q4 | – | Sell |
-50
| Closed | -$3K | – | 561 |
|
|
2019
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 517 |
|
|
2019
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 488 |
|
|
2019
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 498 |
|
|
2018
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 510 |
|
|
2018
Q3 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 600 |
|