FRG Family Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $696K | Buy |
|
|||||
|
2025
Q2 | $640K | Hold |
|
|||||
|
2025
Q1 | $571K | Buy |
|
|||||
|
2024
Q4 | $607K | Hold |
|
|||||
|
2024
Q3 | $588K | Hold |
|
|||||
|
2024
Q2 | $534K | Hold |
|
|||||
|
2024
Q1 | $513K | Buy |
|
|||||
|
2023
Q4 | $475K | Hold |
|
|||||
|
2023
Q3 | $420K | Hold |
|
|||||
|
2023
Q2 | $438K | Buy |
|
|||||
|
2023
Q1 | $362K | Buy |
|
|||||
|
2022
Q4 | $300K | Buy |
|
|||||
|
2022
Q3 | $245K | Buy |
|
|||||
|
2022
Q2 | $222K | Hold |
|
|||||
|
2022
Q1 | $272K | Sell |
|
|||||
|
2021
Q4 | $343K | Sell |
|
|||||
|
2021
Q3 | $416K | Hold |
|
|||||
|
2021
Q2 | $416K | Buy |
|