Everhart Financial Group’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 | $266K | Sell |
2,422
-11
| -0.5% | -$1.21K | 0.03% | 297 |
|
|
2025
Q1 | $238K | Sell |
2,433
-7
| -0.3% | -$686 | 0.03% | 298 |
|
|
2024
Q4 | $256K | Sell |
2,440
-8
| -0.3% | -$839 | 0.05% | 275 |
|
|
2024
Q3 | $249K | Sell |
2,448
-4
| -0.2% | -$407 | 0.06% | 287 |
|
|
2024
Q2 | $237K | Sell |
2,452
-101
| -4% | -$9.76K | 0.06% | 262 |
|
|
2024
Q1 | $238K | Sell |
2,553
-8
| -0.3% | -$746 | 0.07% | 242 |
|
|
2023
Q4 | $218K | Buy |
+2,561
| New | +$218K | 0.08% | 227 |
|
|
2023
Q3 | – | Sell |
-2,584
| Closed | -$202K | – | 219 |
|
|
2023
Q2 | $202K | Buy |
+2,584
| New | +$202K | 0.08% | 210 |
|
|
2022
Q2 | – | Sell |
-2,616
| Closed | -$212K | – | 189 |
|
|
2022
Q1 | $212K | Sell |
2,616
-106
| -4% | -$8.59K | 0.12% | 123 |
|
|
2021
Q4 | $239K | Hold |
2,722
| – | – | 0.14% | 101 |
|
|
2021
Q3 | $218K | Hold |
2,722
| – | – | 0.15% | 95 |
|
|
2021
Q2 | $218K | Sell |
2,722
-3
| -0.1% | -$240 | 0.15% | 90 |
|
|
2021
Q1 | $201K | Buy |
+2,725
| New | +$201K | 0.18% | 79 |
|