Everett Harris & Co’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 | $1.75M | Hold |
16,000
| – | – | 0.02% | 123 |
|
2025
Q1 | $1.57M | Hold |
16,000
| – | – | 0.02% | 118 |
|
2024
Q4 | $1.68M | Hold |
16,000
| – | – | 0.02% | 110 |
|
2024
Q3 | $1.63M | Hold |
16,000
| – | – | 0.02% | 108 |
|
2024
Q2 | $1.55M | Hold |
16,000
| – | – | 0.02% | 108 |
|
2024
Q1 | $1.49M | Buy |
16,000
+7,000
| +78% | +$652K | 0.02% | 114 |
|
2023
Q4 | $766K | Buy |
+9,000
| New | +$766K | 0.01% | 141 |
|