IEQ Capital’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
$284K Sell
2,592
-297
-10% -$32.6K ﹤0.01% 1428
2025
Q1
$283K Buy
2,889
+297
+11% +$29.1K ﹤0.01% 1214
2024
Q4
$272K Hold
2,592
﹤0.01% 1066
2024
Q3
$263K Hold
2,592
﹤0.01% 967
2024
Q2
$250K Hold
2,592
﹤0.01% 850
2024
Q1
$242K Hold
2,592
﹤0.01% 827
2023
Q4
$220K Buy
+2,592
New +$220K ﹤0.01% 816
2023
Q3
Sell
-2,592
Closed -$203K 946
2023
Q2
$203K Sell
2,592
-1,623
-39% -$127K ﹤0.01% 803
2023
Q1
$302K Buy
+4,215
New +$302K 0.01% 714