Creative Planning’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 | $140M | Buy |
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|
2025
Q1 | $123M | Buy |
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|
2024
Q4 | $130M | Buy |
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|
2024
Q3 | $125M | Buy |
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|
2024
Q2 | $114M | Buy |
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|
2024
Q1 | $108M | Sell |
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|
2023
Q4 | $98.9M | Buy |
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|
2023
Q3 | $83.8M | Buy |
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|
2023
Q2 | $86.5M | Buy |
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|
2023
Q1 | $76.1M | Sell |
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|
2022
Q4 | $72.4M | Buy |
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|
2022
Q3 | $62.2M | Sell |
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|
2022
Q2 | $73.8M | Buy |
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|
2022
Q1 | $73.3M | Buy |
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|
2021
Q4 | $71.8M | Buy |
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|
2021
Q3 | $59.2M | Buy |
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|
2021
Q2 | $30.6M | Sell |
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|
2021
Q1 | $44M | Buy |
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|
2020
Q4 | $34M | Buy |
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|
2020
Q3 | $22M | Buy |
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|
2020
Q2 | $19.7M | Buy |
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|
2020
Q1 | $13.4M | Buy |
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|
2019
Q4 | $3.66M | Buy |
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|
2019
Q3 | $2.66M | Sell |
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|
2019
Q2 | $2.67M | Buy |
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|
2019
Q1 | $1.91M | Hold |
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|
2018
Q4 | $1.67M | Buy |
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