Fingerlakes 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
Q2 | $2.35M | Sell |
21,403
-249
| -1% | -$27.3K | 1.75% | 19 |
|
|
2025
Q1 | $2.12M | Sell |
21,652
-592
| -3% | -$58K | 1.8% | 18 |
|
|
2024
Q4 | $2.33M | Sell |
22,244
-793
| -3% | -$83.2K | 1.88% | 16 |
|
|
2024
Q3 | $2.34M | Buy |
23,037
+541
| +2% | +$55K | 1.95% | 14 |
|
|
2024
Q2 | $2.17M | Buy |
22,496
+187
| +0.8% | +$18.1K | 1.95% | 17 |
|
|
2024
Q1 | $2.08M | Buy |
22,309
+963
| +5% | +$89.7K | 2.01% | 16 |
|
|
2023
Q4 | $1.82M | Sell |
21,346
-1,466
| -6% | -$125K | 1.95% | 16 |
|
|
2023
Q3 | $1.72M | Buy |
22,812
+1,061
| +5% | +$79.8K | 2.1% | 13 |
|
|
2023
Q2 | $1.7M | Buy |
21,751
+1,451
| +7% | +$114K | 1.95% | 14 |
|
|
2023
Q1 | $1.46M | Buy |
20,300
+702
| +4% | +$50.3K | 1.81% | 16 |
|
|
2022
Q4 | $1.29M | Buy |
19,598
+741
| +4% | +$48.8K | 1.77% | 15 |
|
|
2022
Q3 | $1.19M | Buy |
18,857
+2,692
| +17% | +$169K | 1.73% | 18 |
|
|
2022
Q2 | $1.07M | Buy |
16,165
+4,034
| +33% | +$268K | 1.47% | 21 |
|
|
2022
Q1 | $984K | Buy |
12,131
+986
| +9% | +$80K | 1.15% | 27 |
|
|
2021
Q4 | $980K | Buy |
+11,145
| New | +$980K | 1.1% | 29 |
|