Goepper Burkhardt’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 | $244K | Hold |
2,225
| – | – | 0.09% | 88 |
|
|
2025
Q1 | $218K | Buy |
2,225
+25
| +1% | +$2.45K | 0.09% | 92 |
|
|
2024
Q4 | $231K | Sell |
2,200
-50
| -2% | -$5.25K | 0.09% | 76 |
|
|
2024
Q3 | $229K | Hold |
2,250
| – | – | 0.09% | 77 |
|
|
2024
Q2 | $217K | Hold |
2,250
| – | – | 0.1% | 75 |
|
|
2024
Q1 | $207K | Hold |
2,250
| – | – | 0.1% | 77 |
|
|
2023
Q4 | $202K | Buy |
+2,250
| New | +$202K | 0.1% | 77 |
|
|
2022
Q1 | – | Sell |
-2,300
| Closed | -$202K | – | 68 |
|
|
2021
Q4 | $202K | Buy |
+2,300
| New | +$202K | 0.12% | 67 |
|