Focus Partners Wealth’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 | $12.8M | Buy |
116,598
+3,991
| +4% | +$438K | 0.03% | 452 |
|
|
2025
Q1 | $11M | Buy |
112,607
+5,711
| +5% | +$559K | 0.03% | 458 |
|
|
2024
Q4 | $11.2M | Buy |
106,896
+550
| +0.5% | +$57.7K | 0.03% | 441 |
|
|
2024
Q3 | $10.8M | Buy |
106,346
+69,672
| +190% | +$7.08M | 0.03% | 392 |
|
|
2024
Q2 | $3.54M | Buy |
36,674
+18,256
| +99% | +$1.76M | 0.01% | 557 |
|
|
2024
Q1 | $1.72M | Buy |
18,418
+1,134
| +7% | +$106K | 0.01% | 511 |
|
|
2023
Q4 | $1.47M | Buy |
+17,284
| New | +$1.47M | 0.02% | 395 |
|