Farrell Financial’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 | $9.8M | Buy |
89,403
+387
| +0.4% | +$42.4K | 6.58% | 3 |
|
2025
Q1 | $8.72M | Sell |
89,016
-1,378
| -2% | -$135K | 6.35% | 3 |
|
2024
Q4 | $9.48M | Buy |
90,394
+5,388
| +6% | +$565K | 6.78% | 3 |
|
2024
Q3 | $9.06M | Buy |
85,006
+3,658
| +4% | +$390K | 6.4% | 3 |
|
2024
Q2 | $7.86M | Buy |
81,348
+3,842
| +5% | +$371K | 6.12% | 3 |
|
2024
Q1 | $7.22M | Buy |
77,506
+6,428
| +9% | +$599K | 5.91% | 3 |
|
2023
Q4 | $5.35M | Buy |
+71,078
| New | +$5.35M | 5.35% | 4 |
|