Estate Counselors’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 | $265K | Sell |
2,420
-770
| -24% | -$84.4K | 0.03% | 80 |
|
|
2025
Q1 | $312K | Buy |
3,190
+770
| +32% | +$75.4K | 0.03% | 84 |
|
|
2024
Q4 | $254K | Hold |
2,420
| – | – | 0.03% | 94 |
|
|
2024
Q3 | $246K | Hold |
2,420
| – | – | 0.03% | 102 |
|
|
2024
Q2 | $234K | Buy |
2,420
+80
| +3% | +$7.73K | 0.03% | 108 |
|
|
2024
Q1 | $218K | Sell |
2,340
-1,700
| -42% | -$158K | 0.03% | 111 |
|
|
2023
Q4 | $344K | Sell |
4,040
-3,080
| -43% | -$262K | 0.04% | 109 |
|
|
2023
Q3 | $536K | Hold |
7,120
| – | – | 0.07% | 106 |
|
|
2023
Q2 | $558K | Buy |
7,120
+230
| +3% | +$18K | 0.07% | 114 |
|
|
2023
Q1 | $494K | Hold |
6,890
| – | – | 0.07% | 116 |
|
|
2022
Q4 | $454K | Buy |
6,890
+550
| +9% | +$36.2K | 0.06% | 128 |
|
|
2022
Q3 | $295K | Buy |
+6,340
| New | +$295K | 0.05% | 111 |
|
|
2022
Q1 | – | Sell |
-5,960
| Closed | -$523K | – | 167 |
|
|
2021
Q4 | $523K | Buy |
+5,960
| New | +$523K | 0.06% | 110 |
|