Destination 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 | $626K | Hold |
5,708
| – | – | 0.02% | 158 |
|
2025
Q1 | $559K | Hold |
5,708
| – | – | 0.02% | 159 |
|
2024
Q4 | $599K | Sell |
5,708
-469
| -8% | -$49.2K | 0.02% | 145 |
|
2024
Q3 | $628K | Hold |
6,177
| – | – | 0.02% | 143 |
|
2024
Q2 | $597K | Hold |
6,177
| – | – | 0.02% | 143 |
|
2024
Q1 | $576K | Hold |
6,177
| – | – | 0.02% | 147 |
|
2023
Q4 | $525K | Buy |
+6,177
| New | +$525K | 0.02% | 150 |
|