Family CFO’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 | $1.08M | Buy |
9,817
+148
| +2% | +$16.2K | 0.54% | 23 |
|
|
2025
Q1 | $947K | Buy |
9,669
+103
| +1% | +$10.1K | 0.52% | 22 |
|
|
2024
Q4 | $1M | Buy |
9,566
+813
| +9% | +$85.3K | 0.55% | 22 |
|
|
2024
Q3 | $890K | Hold |
8,753
| – | – | 0.5% | 22 |
|
|
2024
Q2 | $846K | Sell |
8,753
-361
| -4% | -$34.9K | 0.52% | 22 |
|
|
2024
Q1 | $849K | Sell |
9,114
-12
| -0.1% | -$1.12K | 0.53% | 22 |
|
|
2023
Q4 | $776K | Hold |
9,126
| – | – | 0.5% | 23 |
|
|
2023
Q3 | $686K | Hold |
9,126
| – | – | 0.49% | 23 |
|
|
2023
Q2 | $715K | Hold |
9,126
| – | – | 0.5% | 23 |
|
|
2023
Q1 | $654K | Buy |
9,126
+1,061
| +13% | +$76.1K | 0.5% | 22 |
|
|
2022
Q4 | $531K | Buy |
8,065
+2,385
| +42% | +$157K | 0.48% | 21 |
|
|
2022
Q3 | $357K | Buy |
5,680
+232
| +4% | +$14.6K | 0.38% | 21 |
|
|
2022
Q2 | $362K | Buy |
5,448
+1,343
| +33% | +$89.2K | 0.4% | 22 |
|
|
2022
Q1 | $333K | Buy |
4,105
+1,165
| +40% | +$94.5K | 0.34% | 23 |
|
|
2021
Q4 | $258K | Buy |
+2,940
| New | +$258K | 0.25% | 22 |
|