Great Valley Advisor Group’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 | $1.31M | Buy |
11,972
+1,200
| +11% | +$132K | 0.03% | 406 |
|
|
2025
Q1 | $1.06M | Buy |
10,772
+9
| +0.1% | +$881 | 0.02% | 443 |
|
|
2024
Q4 | $1.13M | Sell |
10,763
-1,758
| -14% | -$184K | 0.03% | 421 |
|
|
2024
Q3 | $1.27M | Buy |
12,521
+1,582
| +14% | +$161K | 0.03% | 389 |
|
|
2024
Q2 | $1.06M | Buy |
10,939
+15
| +0.1% | +$1.45K | 0.03% | 377 |
|
|
2024
Q1 | $1.02M | Buy |
10,924
+4,897
| +81% | +$456K | 0.03% | 369 |
|
|
2023
Q4 | $513K | Buy |
6,027
+626
| +12% | +$53.3K | 0.02% | 454 |
|
|
2023
Q3 | $406K | Buy |
5,401
+16
| +0.3% | +$1.2K | 0.02% | 486 |
|
|
2023
Q2 | $422K | Buy |
5,385
+1,216
| +29% | +$95.3K | 0.02% | 478 |
|
|
2023
Q1 | $299K | Buy |
4,169
+201
| +5% | +$14.4K | 0.01% | 546 |
|
|
2022
Q4 | $262K | Buy |
+3,968
| New | +$262K | 0.01% | 582 |
|