Fairview Capital 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 | $258K | Sell |
2,350
-200
| -8% | -$21.9K | 0.01% | 144 |
|
|
2025
Q1 | $250K | Hold |
2,550
| – | – | 0.01% | 149 |
|
|
2024
Q4 | $267K | Sell |
2,550
-300
| -11% | -$31.5K | 0.01% | 145 |
|
|
2024
Q3 | $290K | Hold |
2,850
| – | – | 0.02% | 133 |
|
|
2024
Q2 | $275K | Sell |
2,850
-200
| -7% | -$19.3K | 0.02% | 131 |
|
|
2024
Q1 | $284K | Sell |
3,050
-200
| -6% | -$18.6K | 0.02% | 133 |
|
|
2023
Q4 | $276K | Hold |
3,250
| – | – | 0.02% | 133 |
|
|
2023
Q3 | $244K | Hold |
3,250
| – | – | 0.02% | 134 |
|
|
2023
Q2 | $255K | Hold |
3,250
| – | – | 0.02% | 127 |
|
|
2023
Q1 | $233K | Hold |
3,250
| – | – | 0.02% | 129 |
|
|
2022
Q4 | $214K | Hold |
3,250
| – | – | 0.01% | 133 |
|
|
2022
Q3 | $204K | Hold |
3,250
| – | – | 0.01% | 127 |
|
|
2022
Q2 | $215K | Sell |
3,250
-150
| -4% | -$9.92K | 0.01% | 135 |
|
|
2022
Q1 | $275K | Hold |
3,400
| – | – | 0.02% | 115 |
|
|
2021
Q4 | $298K | Sell |
3,400
-125
| -4% | -$11K | 0.02% | 114 |
|
|
2021
Q3 | $282K | Hold |
3,525
| – | – | 0.02% | 109 |
|
|
2021
Q2 | $281K | Hold |
3,525
| – | – | 0.02% | 109 |
|
|
2021
Q1 | $259K | Hold |
3,525
| – | – | 0.01% | 144 |
|
|
2020
Q4 | $247K | Hold |
3,525
| – | – | 0.01% | 134 |
|
|
2020
Q3 | $217K | Buy |
+3,525
| New | +$217K | 0.01% | 129 |
|