DT Investment Partners’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 | $28.6K | Buy |
261
+52
| +25% | +$5.7K | ﹤0.01% | 284 |
|
2025
Q1 | $20.5K | Sell |
209
-6
| -3% | -$588 | ﹤0.01% | 321 |
|
2024
Q4 | $22.6K | Hold |
215
| – | – | ﹤0.01% | 308 |
|
2024
Q3 | $21.9K | Hold |
215
| – | – | ﹤0.01% | 345 |
|
2024
Q2 | $20.8K | Hold |
215
| – | – | ﹤0.01% | 306 |
|
2024
Q1 | $20K | Sell |
215
-1
| -0.5% | -$93 | ﹤0.01% | 287 |
|
2023
Q4 | $19K | Sell |
216
-278
| -56% | -$24.4K | ﹤0.01% | 285 |
|
2023
Q3 | $37.2K | Hold |
494
| – | – | ﹤0.01% | 217 |
|
2023
Q2 | $39.9K | Hold |
494
| – | – | ﹤0.01% | 221 |
|
2023
Q1 | $35.8K | Buy |
494
+56
| +13% | +$4.06K | ﹤0.01% | 222 |
|
2022
Q4 | $28.8K | Buy |
438
+40
| +10% | +$2.63K | ﹤0.01% | 234 |
|
2022
Q3 | $25K | Buy |
+398
| New | +$25K | ﹤0.01% | 236 |
|