Glassman Wealth Services’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 | $28.5K | Buy |
260
+256
| +6,400% | +$28.1K | ﹤0.01% | 124 |
|
|
2025
Q1 | $392 | Hold |
4
| – | – | ﹤0.01% | 201 |
|
|
2024
Q4 | $420 | Hold |
4
| – | – | ﹤0.01% | 167 |
|
|
2024
Q3 | $407 | Hold |
4
| – | – | ﹤0.01% | 174 |
|
|
2024
Q2 | $386 | Hold |
4
| – | – | ﹤0.01% | 185 |
|
|
2024
Q1 | $373 | Sell |
4
-34
| -89% | -$3.17K | ﹤0.01% | 197 |
|
|
2023
Q4 | $3.23K | Buy |
38
+34
| +850% | +$2.89K | ﹤0.01% | 1200 |
|
|
2023
Q3 | $301 | Hold |
4
| – | – | ﹤0.01% | 1828 |
|
|
2023
Q2 | $313 | Buy |
+4
| New | +$313 | ﹤0.01% | 1733 |
|