Hemington Wealth Management’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 | $384K | Hold |
3,511
| – | – | 0.06% | 90 |
|
|
2025
Q1 | $343K | Hold |
3,511
| – | – | 0.05% | 90 |
|
|
2024
Q4 | $368K | Sell |
3,511
-229
| -6% | -$24K | 0.09% | 87 |
|
|
2024
Q3 | $376K | Sell |
3,740
-530
| -12% | -$53.3K | 0.1% | 86 |
|
|
2024
Q2 | $412K | Sell |
4,270
-8
| -0.2% | -$772 | 0.14% | 80 |
|
|
2024
Q1 | $399K | Buy |
4,278
+85
| +2% | +$7.93K | 0.14% | 84 |
|
|
2023
Q4 | $357K | Buy |
4,193
+56
| +1% | +$4.77K | 0.14% | 80 |
|
|
2023
Q3 | $311K | Buy |
4,137
+14
| +0.3% | +$1.05K | 0.15% | 73 |
|
|
2023
Q2 | $323K | Hold |
4,123
| – | – | 0.13% | 75 |
|
|
2023
Q1 | $295K | Hold |
4,123
| – | – | 0.12% | 81 |
|
|
2022
Q4 | $271K | Buy |
4,123
+59
| +1% | +$3.88K | 0.12% | 81 |
|
|
2022
Q3 | $256K | Buy |
4,064
+431
| +12% | +$27.2K | 0.11% | 79 |
|
|
2022
Q2 | $241K | Sell |
3,633
-1,418
| -28% | -$94.1K | 0.1% | 91 |
|
|
2022
Q1 | $410K | Buy |
+5,051
| New | +$410K | 0.14% | 75 |
|