Diversified Portfolios Inc’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 | $15.2M | Buy |
138,595
+1,092
| +0.8% | +$120K | 1.45% | 17 |
|
|
2025
Q1 | $13.5M | Buy |
137,503
+7,752
| +6% | +$759K | 1.42% | 18 |
|
|
2024
Q4 | $13.6M | Sell |
129,751
-12,509
| -9% | -$1.31M | 1.48% | 18 |
|
|
2024
Q3 | $14.5M | Sell |
142,260
-4,367
| -3% | -$444K | 1.62% | 17 |
|
|
2024
Q2 | $14.2M | Sell |
146,627
-5,499
| -4% | -$531K | 1.87% | 15 |
|
|
2024
Q1 | $14.2M | Sell |
152,126
-5,072
| -3% | -$473K | 2% | 14 |
|
|
2023
Q4 | $13.4M | Sell |
157,198
-314
| -0.2% | -$26.7K | 2.1% | 13 |
|
|
2023
Q3 | $11.8M | Sell |
157,512
-9,329
| -6% | -$702K | 2.23% | 12 |
|
|
2023
Q2 | $13.1M | Buy |
166,841
+828
| +0.5% | +$64.9K | 2.62% | 10 |
|
|
2023
Q1 | $11.9M | Buy |
166,013
+6,696
| +4% | +$480K | 2.65% | 9 |
|
|
2022
Q4 | $10.5M | Sell |
159,317
-105
| -0.1% | -$6.92K | 2.41% | 11 |
|
|
2022
Q3 | $10M | Buy |
159,422
+1,190
| +0.8% | +$74.9K | 2.7% | 6 |
|
|
2022
Q2 | $10.5M | Buy |
158,232
+7,003
| +5% | +$465K | 2.93% | 6 |
|
|
2022
Q1 | $12.3M | Buy |
151,229
+5,893
| +4% | +$478K | 2.94% | 6 |
|
|
2021
Q4 | $12.8M | Sell |
145,336
-6,834
| -4% | -$601K | 3.07% | 6 |
|
|
2021
Q3 | $12.2M | Sell |
152,170
-1,078
| -0.7% | -$86.3K | 3.37% | 6 |
|
|
2021
Q2 | $12.3M | Buy |
153,248
+9
| +0% | +$720 | 4.62% | 5 |
|
|
2021
Q1 | $11.3M | Sell |
153,239
-2,368
| -2% | -$175K | 3.72% | 6 |
|
|
2020
Q4 | $10.9M | Sell |
155,607
-39
| -0% | -$2.74K | 3.91% | 6 |
|
|
2020
Q3 | $9.62M | Sell |
155,646
-22,553
| -13% | -$1.39M | 4.16% | 6 |
|
|
2020
Q2 | $10M | Buy |
178,199
+16,780
| +10% | +$946K | 4.81% | 6 |
|
|
2020
Q1 | $7.39M | Buy |
161,419
+7,596
| +5% | +$348K | 4.1% | 6 |
|
|
2019
Q4 | $8.7M | Buy |
153,823
+1,328
| +0.9% | +$75.1K | 4.12% | 6 |
|
|
2019
Q3 | $7.92M | Buy |
+152,495
| New | +$7.92M | 4.01% | 6 |
|