Crewe Advisors’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 | $35.4M | Buy |
322,980
+1,073
| +0.3% | +$118K | 5.01% | 6 |
|
|
2025
Q1 | $31.5M | Buy |
321,907
+10,397
| +3% | +$1.02M | 4.43% | 6 |
|
|
2024
Q4 | $32.7M | Buy |
311,510
+444
| +0.1% | +$46.6K | 4.51% | 6 |
|
|
2024
Q3 | $31.6M | Buy |
311,066
+216
| +0.1% | +$22K | 3.67% | 7 |
|
|
2024
Q2 | $30M | Sell |
310,850
-4,638
| -1% | -$448K | 3.37% | 7 |
|
|
2024
Q1 | $29.4M | Buy |
315,488
+530
| +0.2% | +$49.4K | 3.43% | 6 |
|
|
2023
Q4 | $26.8M | Sell |
314,958
-31,170
| -9% | -$2.65M | 4.24% | 6 |
|
|
2023
Q3 | $26M | Sell |
346,128
-2,850
| -0.8% | -$214K | 4.5% | 6 |
|
|
2023
Q2 | $27.3M | Buy |
348,978
+465
| +0.1% | +$36.4K | 3.84% | 6 |
|
|
2023
Q1 | $25M | Sell |
348,513
-13,510
| -4% | -$969K | 3.65% | 6 |
|
|
2022
Q4 | $23.8M | Sell |
362,023
-6,054
| -2% | -$399K | 3.78% | 6 |
|
|
2022
Q3 | $23.2M | Buy |
368,077
+5
| +0% | +$315 | 4.18% | 6 |
|
|
2022
Q2 | $24.4M | Sell |
368,072
-105,625
| -22% | -$7.01M | 5.4% | 5 |
|
|
2022
Q1 | $38.4M | Buy |
473,697
+279
| +0.1% | +$22.6K | 7.49% | 4 |
|
|
2021
Q4 | $41.6M | Buy |
473,418
+93,869
| +25% | +$8.25M | 8.46% | 3 |
|
|
2021
Q3 | $30.4M | Buy |
379,549
+277,827
| +273% | +$22.2M | 7.18% | 5 |
|
|
2021
Q2 | $8.14M | Sell |
101,722
-35,992
| -26% | -$2.88M | 2.02% | 10 |
|
|
2021
Q1 | $10.2M | Buy |
137,714
+27,560
| +25% | +$2.03M | 2.52% | 10 |
|
|
2020
Q4 | $7.73M | Buy |
110,154
+22,248
| +25% | +$1.56M | 3.09% | 11 |
|
|
2020
Q3 | $5.43M | Buy |
87,906
+19,468
| +28% | +$1.2M | 2.55% | 9 |
|
|
2020
Q2 | $3.86M | Hold |
68,438
| – | – | 1.89% | 12 |
|
|
2020
Q1 | $3.13M | Buy |
68,438
+18,766
| +38% | +$859K | 1.87% | 9 |
|
|
2019
Q4 | $2.81M | Buy |
+49,672
| New | +$2.81M | 1.23% | 13 |
|