Dynamic Advisor Solutions’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
Q3 | $848K | Sell |
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|
2025
Q2 | $844K | Hold |
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|
2025
Q1 | $754K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $918K | Sell |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $982K | Sell |
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|
2023
Q4 | $930K | Sell |
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|
2023
Q3 | $972K | Sell |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $813K | Buy |
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|
2022
Q4 | $735K | Sell |
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|
2022
Q3 | $725K | Sell |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $1.43M | Sell |
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|
2021
Q4 | $1.67M | Sell |
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|
2021
Q3 | $1.76M | Sell |
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|
2021
Q2 | $1.81M | Buy |
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|
2021
Q1 | $1.51M | Buy |
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|
2020
Q4 | $1.28M | Buy |
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|
2020
Q3 | $460K | Buy |
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