Ervin Investment 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 | $1.28M | Hold |
11,716
| – | – | 0.8% | 25 |
|
|
2025
Q1 | $1.15M | Hold |
11,716
| – | – | 0.77% | 24 |
|
|
2024
Q4 | $1.23M | Hold |
11,716
| – | – | 0.79% | 22 |
|
|
2024
Q3 | $1.19M | Buy |
11,716
+90
| +0.8% | +$9.15K | 0.76% | 22 |
|
|
2024
Q2 | $1.12M | Buy |
11,626
+250
| +2% | +$24.2K | 0.78% | 22 |
|
|
2024
Q1 | $1.06M | Buy |
11,376
+50
| +0.4% | +$4.66K | 0.74% | 22 |
|
|
2023
Q4 | $963K | Hold |
11,326
| – | – | 0.74% | 22 |
|
|
2023
Q3 | $852K | Buy |
11,326
+60
| +0.5% | +$4.51K | 0.71% | 21 |
|
|
2023
Q2 | $883K | Buy |
11,266
+435
| +4% | +$34.1K | 0.71% | 23 |
|
|
2023
Q1 | $765K | Buy |
10,831
+1,240
| +13% | +$87.6K | 0.67% | 25 |
|
|
2022
Q4 | $632K | Buy |
9,591
+375
| +4% | +$24.7K | 0.58% | 26 |
|
|
2022
Q3 | $580K | Buy |
9,216
+400
| +5% | +$25.2K | 0.57% | 25 |
|
|
2022
Q2 | $591K | Buy |
8,816
+425
| +5% | +$28.5K | 0.55% | 24 |
|
|
2022
Q1 | $691K | Buy |
8,391
+45
| +0.5% | +$3.71K | 0.53% | 24 |
|
|
2021
Q4 | $734K | Buy |
+8,346
| New | +$734K | 0.59% | 24 |
|