Financial Alternatives’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 | $673K | Buy |
6,140
+2,122
| +53% | +$233K | 0.44% | 36 |
|
|
2025
Q1 | $394K | Buy |
4,018
+2
| +0% | +$196 | 0.28% | 50 |
|
|
2024
Q4 | $421K | Buy |
4,016
+2
| +0% | +$210 | 0.3% | 49 |
|
|
2024
Q3 | $408K | Sell |
4,014
-22
| -0.5% | -$2.24K | 0.29% | 52 |
|
|
2024
Q2 | $390K | Sell |
4,036
-20
| -0.5% | -$1.93K | 0.29% | 52 |
|
|
2024
Q1 | $378K | Buy |
4,056
+2
| +0% | +$186 | 0.29% | 50 |
|
|
2023
Q4 | $345K | Sell |
4,054
-6
| -0.1% | -$510 | 0.29% | 52 |
|
|
2023
Q3 | $305K | Sell |
4,060
-59
| -1% | -$4.44K | 0.28% | 54 |
|
|
2023
Q2 | $323K | Buy |
4,119
+3
| +0.1% | +$235 | 0.29% | 53 |
|
|
2023
Q1 | $295K | Buy |
4,116
+193
| +5% | +$13.8K | 0.28% | 59 |
|
|
2022
Q4 | $258K | Buy |
+3,923
| New | +$258K | 0.26% | 68 |
|