Evoke Wealth’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 | $13M | Buy |
118,307
+2,841
| +2% | +$311K | 0.3% | 42 |
|
|
2025
Q1 | $11.3M | Buy |
115,466
+3,441
| +3% | +$337K | 0.3% | 44 |
|
|
2024
Q4 | $11.8M | Buy |
112,025
+11,237
| +11% | +$1.18M | 0.33% | 41 |
|
|
2024
Q3 | $10.2M | Buy |
100,788
+17,229
| +21% | +$1.75M | 0.28% | 45 |
|
|
2024
Q2 | $8.07M | Sell |
83,559
-23,714
| -22% | -$2.29M | 9.52% | 2 |
|
|
2024
Q1 | $10M | Buy |
107,273
+25,214
| +31% | +$2.35M | 0.3% | 43 |
|
|
2023
Q4 | $6.98M | Sell |
82,059
-49,353
| -38% | -$4.2M | 11.31% | 1 |
|
|
2023
Q3 | $9.88M | Sell |
131,412
-949
| -0.7% | -$71.4K | 0.35% | 36 |
|
|
2023
Q2 | $10.4M | Sell |
132,361
-26,227
| -17% | -$2.05M | 0.36% | 34 |
|
|
2023
Q1 | $11.4M | Sell |
158,588
-48,451
| -23% | -$3.47M | 0.41% | 30 |
|
|
2022
Q4 | $13.6M | Buy |
+207,039
| New | +$13.6M | 0.49% | 33 |
|