Fortis Group Advisors’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 | $74.6K | Hold |
680
| – | – | 0.01% | 232 |
|
2025
Q1 | $66.6K | Hold |
680
| – | – | 0.01% | 204 |
|
2024
Q4 | $71.3K | Hold |
680
| – | – | 0.01% | 203 |
|
2024
Q3 | $69.1K | Hold |
680
| – | – | 0.01% | 195 |
|
2024
Q2 | $65.7K | Hold |
680
| – | – | 0.01% | 193 |
|
2024
Q1 | $63.4K | Sell |
680
-680
| -50% | -$63.4K | 0.01% | 216 |
|
2023
Q4 | $116K | Buy |
+1,360
| New | +$116K | 0.03% | 136 |
|