Farther Finance Advisors’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
$1.34M Buy
12,193
+876
+8% +$96K 0.03% 486
2025
Q1
$1.11M Sell
11,317
-1,001
-8% -$98.4K 0.03% 462
2024
Q4
$1.29M Sell
12,318
-200
-2% -$21K 0.05% 297
2024
Q3
$1.27M Buy
12,518
+753
+6% +$76.5K 0.05% 291
2024
Q2
$1.14M Sell
11,765
-129
-1% -$12.5K 0.06% 272
2024
Q1
$1.1M Sell
11,894
-266
-2% -$24.7K 0.07% 232
2023
Q4
$1.03M Sell
12,160
-537
-4% -$45.7K 0.07% 229
2023
Q3
$955K Sell
12,697
-128
-1% -$9.63K 0.15% 125
2023
Q2
$1M Buy
12,825
+946
+8% +$74.1K 0.22% 89
2023
Q1
$852K Sell
11,879
-1,743
-13% -$125K 0.25% 83
2022
Q4
$897K Buy
+13,622
New +$897K 0.35% 57