Financial Counselors Inc’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 | – | Sell |
-7,827
| Closed | -$767K | – | 186 |
|
|
2025
Q1 | $767K | Hold |
7,827
| – | – | 0.01% | 361 |
|
|
2024
Q4 | $821K | Hold |
7,827
| – | – | 0.01% | 355 |
|
|
2024
Q3 | $796K | Hold |
7,827
| – | – | 0.01% | 371 |
|
|
2024
Q2 | $756K | Hold |
7,827
| – | – | 0.01% | 353 |
|
|
2024
Q1 | $729K | Buy |
7,827
+117
| +2% | +$10.9K | 0.01% | 364 |
|
|
2023
Q4 | $656K | Hold |
7,710
| – | – | 0.01% | 368 |
|
|
2023
Q3 | $580K | Buy |
7,710
+1,820
| +31% | +$137K | 0.01% | 375 |
|
|
2023
Q2 | $461K | Hold |
5,890
| – | – | 0.01% | 367 |
|
|
2023
Q1 | $422K | Sell |
5,890
-715
| -11% | -$51.2K | 0.01% | 385 |
|
|
2022
Q4 | $435K | Buy |
6,605
+416
| +7% | +$27.4K | 0.01% | 376 |
|
|
2022
Q3 | $389K | Sell |
6,189
-95
| -2% | -$5.97K | 0.01% | 373 |
|
|
2022
Q2 | $417K | Hold |
6,284
| – | – | 0.01% | 372 |
|
|
2022
Q1 | $510K | Sell |
6,284
-510
| -8% | -$41.4K | 0.01% | 359 |
|
|
2021
Q4 | $597K | Buy |
6,794
+705
| +12% | +$62K | 0.01% | 345 |
|
|
2021
Q3 | $487K | Buy |
6,089
+95
| +2% | +$7.6K | 0.01% | 371 |
|
|
2021
Q2 | $479K | Sell |
5,994
-515
| -8% | -$41.2K | 0.01% | 378 |
|
|
2021
Q1 | $480K | Hold |
6,509
| – | – | 0.01% | 374 |
|
|
2020
Q4 | $457K | Buy |
+6,509
| New | +$457K | 0.01% | 373 |
|