Global Retirement Partners’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 | $91.6K | Buy |
+836
| New | +$91.6K | ﹤0.01% | 1484 |
|
|
2024
Q4 | $56K | Buy |
534
+18
| +3% | +$1.89K | ﹤0.01% | 1570 |
|
|
2024
Q3 | $52.5K | Buy |
516
+1
| +0.2% | +$102 | ﹤0.01% | 1533 |
|
|
2024
Q2 | $49.8K | Buy |
515
+365
| +243% | +$35.3K | ﹤0.01% | 1538 |
|
|
2024
Q1 | $14K | Buy |
150
+50
| +50% | +$4.66K | ﹤0.01% | 1966 |
|
|
2023
Q4 | $8.49K | Hold |
100
| – | – | ﹤0.01% | 2132 |
|
|
2023
Q3 | $7.49K | Hold |
100
| – | – | ﹤0.01% | 2065 |
|
|
2023
Q2 | $7.84K | Hold |
100
| – | – | ﹤0.01% | 2051 |
|
|
2023
Q1 | $7.12K | Buy |
+100
| New | +$7.12K | ﹤0.01% | 2046 |
|
|
2021
Q4 | – | Sell |
-227
| Closed | -$18K | – | 675 |
|
|
2021
Q3 | $18K | Hold |
227
| – | – | ﹤0.01% | 1236 |
|
|
2021
Q2 | $18K | Sell |
227
-105
| -32% | -$8.33K | ﹤0.01% | 1213 |
|
|
2021
Q1 | $24K | Buy |
+332
| New | +$24K | ﹤0.01% | 1046 |
|