Financial Network Wealth Management’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
Q1 | $24.9M | Buy |
254,139
+3,054
| +1% | +$299K | 8.79% | 2 |
|
|
2024
Q4 | $26.3M | Sell |
251,085
-1,890
| -0.7% | -$198K | 9.41% | 2 |
|
|
2024
Q3 | $25.7M | Sell |
252,975
-5,238
| -2% | -$532K | 9.22% | 2 |
|
|
2024
Q2 | $24.9M | Buy |
258,213
+1,843
| +0.7% | +$178K | 9.5% | 2 |
|
|
2024
Q1 | $23.5M | Sell |
256,370
-5,026
| -2% | -$460K | 11.11% | 2 |
|
|
2023
Q4 | $22.2M | Sell |
261,396
-7,713
| -3% | -$656K | 9.62% | 1 |
|
|
2023
Q3 | $20.3M | Buy |
269,109
+37,050
| +16% | +$2.79M | 9.89% | 1 |
|
|
2023
Q2 | $18.8M | Buy |
232,059
+13,158
| +6% | +$1.07M | 8.68% | 1 |
|
|
2023
Q1 | $15.7M | Buy |
218,901
+17,474
| +9% | +$1.25M | 7.77% | 1 |
|
|
2022
Q4 | $13.3M | Sell |
201,427
-14
| -0% | -$922 | 7.18% | 1 |
|
|
2022
Q3 | $12.7M | Buy |
201,441
+18,870
| +10% | +$1.19M | 7.91% | 1 |
|
|
2022
Q2 | $12.1M | Buy |
182,571
+47,666
| +35% | +$3.17M | 7.26% | 2 |
|
|
2022
Q1 | $10.9M | Buy |
134,905
+17,416
| +15% | +$1.41M | 5.71% | 5 |
|
|
2021
Q4 | $10.3M | Buy |
117,489
+3,627
| +3% | +$319K | 5.23% | 5 |
|
|
2021
Q3 | $9.12M | Buy |
113,862
+5,124
| +5% | +$410K | 5.21% | 5 |
|
|
2021
Q2 | $8.7M | Buy |
108,738
+3,829
| +4% | +$306K | 5.11% | 5 |
|
|
2021
Q1 | $7.74M | Buy |
104,909
+8,541
| +9% | +$630K | 5.05% | 6 |
|
|
2020
Q4 | $6.76M | Buy |
+96,368
| New | +$6.76M | 5.3% | 5 |
|