HBK Sorce Advisory’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 | $841K | Sell |
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|
2025
Q2 | $874K | Hold |
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|
2025
Q1 | $781K | Buy |
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|
2024
Q4 | $732K | Sell |
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|
2024
Q3 | $729K | Sell |
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|
2024
Q2 | $721K | Buy |
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|
2024
Q1 | $677K | Buy |
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|
2023
Q4 | $616K | Buy |
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|
2023
Q3 | $464K | Hold |
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|
2023
Q2 | $483K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $279K | Buy |
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|
2021
Q3 | $228K | Hold |
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|
2021
Q2 | $228K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $232K | Hold |
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|
2019
Q3 | $213K | Buy |
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