FRG Family Wealth 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 | $640K | Hold |
5,834
| – | – | 0.11% | 97 |
|
|
2025
Q1 | $571K | Buy |
5,834
+50
| +0.9% | +$4.9K | 0.11% | 99 |
|
|
2024
Q4 | $607K | Hold |
5,784
| – | – | 0.11% | 97 |
|
|
2024
Q3 | $588K | Hold |
5,784
| – | – | 0.11% | 99 |
|
|
2024
Q2 | $534K | Hold |
5,784
| – | – | 0.1% | 98 |
|
|
2024
Q1 | $513K | Buy |
5,784
+194
| +3% | +$17.2K | 0.1% | 102 |
|
|
2023
Q4 | $475K | Hold |
5,590
| – | – | 0.1% | 103 |
|
|
2023
Q3 | $420K | Hold |
5,590
| – | – | 0.1% | 105 |
|
|
2023
Q2 | $438K | Buy |
5,590
+540
| +11% | +$42.3K | 0.1% | 102 |
|
|
2023
Q1 | $362K | Buy |
5,050
+500
| +11% | +$35.9K | 0.08% | 116 |
|
|
2022
Q4 | $300K | Buy |
4,550
+650
| +17% | +$42.8K | 0.07% | 123 |
|
|
2022
Q3 | $245K | Buy |
3,900
+550
| +16% | +$34.6K | 0.06% | 126 |
|
|
2022
Q2 | $222K | Hold |
3,350
| – | – | 0.05% | 134 |
|
|
2022
Q1 | $272K | Sell |
3,350
-550
| -14% | -$44.7K | 0.05% | 130 |
|
|
2021
Q4 | $343K | Sell |
3,900
-1,300
| -25% | -$114K | 0.06% | 120 |
|
|
2021
Q3 | $416K | Hold |
5,200
| – | – | 0.08% | 105 |
|
|
2021
Q2 | $416K | Buy |
+5,200
| New | +$416K | 0.08% | 107 |
|