Geneos Wealth Management’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 | $542K | Sell |
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|
2025
Q2 | $554K | Sell |
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|
2025
Q1 | $895K | Buy |
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|
2024
Q4 | $453K | Buy |
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|
2024
Q3 | $412K | Sell |
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|
2024
Q2 | $394K | Buy |
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|
2024
Q1 | $380K | Buy |
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|
2023
Q4 | $347K | Buy |
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|
2023
Q3 | $217K | Sell |
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|
2023
Q2 | $232K | Buy |
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|
2023
Q1 | $210K | Buy |
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|
2022
Q4 | $189K | Buy |
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|
2022
Q3 | $177K | Sell |
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|
2022
Q2 | $221K | Buy |
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|
2022
Q1 | $178K | Buy |
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|
2021
Q4 | $184K | Buy |
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|
2021
Q3 | $111K | Buy |
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|
2021
Q2 | $89K | Sell |
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|
2021
Q1 | $189K | Sell |
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|
2020
Q4 | $94K | Buy |
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|
2020
Q3 | $49K | Buy |
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|
2020
Q2 | $32K | Sell |
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|
2020
Q1 | $27K | Buy |
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|
2019
Q4 | $34K | Sell |
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|
2019
Q3 | $32K | Buy |
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|
2019
Q2 | $12K | Buy |
|