Financial Connections Group’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 | $19M | Buy |
172,838
+6,299
| +4% | +$691K | 7.82% | 2 |
|
|
2025
Q1 | $16.3M | Sell |
166,539
-175
| -0.1% | -$17.1K | 7.32% | 2 |
|
|
2024
Q4 | $17.5M | Buy |
166,714
+4,002
| +2% | +$420K | 8.4% | 3 |
|
|
2024
Q3 | $16.5M | Buy |
162,712
+11,891
| +8% | +$1.21M | 8.13% | 3 |
|
|
2024
Q2 | $14.6M | Buy |
+150,821
| New | +$14.6M | 7.56% | 3 |
|
|
2024
Q1 | – | Sell |
-144,299
| Closed | -$12.3M | – | 192 |
|
|
2023
Q4 | $12.3M | Buy |
+144,299
| New | +$12.3M | 7.95% | 3 |
|
|
2023
Q3 | – | Sell |
-59,871
| Closed | -$4.69M | – | 152 |
|
|
2023
Q2 | $4.69M | Buy |
59,871
+16,240
| +37% | +$1.27M | 3.08% | 12 |
|
|
2023
Q1 | $3.13M | Buy |
43,631
+6,543
| +18% | +$469K | 2.22% | 15 |
|
|
2022
Q4 | $2.44M | Buy |
37,088
+581
| +2% | +$38.3K | 1.93% | 14 |
|
|
2022
Q3 | $2.3M | Buy |
36,507
+17,671
| +94% | +$1.11M | 1.94% | 17 |
|
|
2022
Q2 | $1.25M | Buy |
18,836
+12,750
| +209% | +$846K | 1.1% | 24 |
|
|
2022
Q1 | $493K | Buy |
6,086
+1,343
| +28% | +$109K | 0.5% | 33 |
|
|
2021
Q4 | $416K | Buy |
+4,743
| New | +$416K | 0.41% | 31 |
|