Financial Services Advisory’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 | – | Sell |
-2,471
| Closed | -$259K | – | 47 |
|
|
2024
Q4 | $259K | Buy |
+2,471
| New | +$259K | 0.06% | 52 |
|
|
2023
Q4 | – | Sell |
-10,093
| Closed | -$759K | – | 58 |
|
|
2023
Q3 | $759K | Sell |
10,093
-10,959
| -52% | -$824K | 0.37% | 34 |
|
|
2023
Q2 | $1.65M | Buy |
21,052
+107
| +0.5% | +$8.38K | 0.68% | 23 |
|
|
2023
Q1 | $1.5M | Buy |
+20,945
| New | +$1.5M | 0.98% | 19 |
|