EP Wealth 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 | $572K | Sell |
5,215
-207
| -4% | -$22.7K | ﹤0.01% | 734 |
|
|
2025
Q1 | $531K | Sell |
5,422
-4,102
| -43% | -$402K | ﹤0.01% | 684 |
|
|
2024
Q4 | $999K | Sell |
9,524
-4,572
| -32% | -$480K | 0.01% | 501 |
|
|
2024
Q3 | $1.43M | Buy |
14,096
+1,720
| +14% | +$175K | 0.01% | 421 |
|
|
2024
Q2 | $1.2M | Hold |
12,376
| – | – | 0.01% | 357 |
|
|
2024
Q1 | $1.15M | Sell |
12,376
-7,138
| -37% | -$665K | 0.01% | 354 |
|
|
2023
Q4 | $1.66M | Buy |
+19,514
| New | +$1.66M | 0.02% | 288 |
|
|
2023
Q1 | – | Sell |
-2,675
| Closed | -$176K | – | 656 |
|
|
2022
Q4 | $176K | Buy |
+2,675
| New | +$176K | ﹤0.01% | 565 |
|