IA
IFG Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $697K | Buy |
6,357
+11
| +0.2% | +$1.21K | 0.12% | 76 |
|
|
2025
Q1 | $622K | Buy |
6,346
+138
| +2% | +$13.5K | 0.12% | 76 |
|
|
2024
Q4 | $651K | Buy |
6,208
+110
| +2% | +$11.5K | 0.13% | 71 |
|
|
2024
Q3 | $620K | Buy |
6,098
+323
| +6% | +$32.8K | 0.13% | 69 |
|
|
2024
Q2 | $558K | Buy |
5,775
+17
| +0.3% | +$1.64K | 0.13% | 71 |
|
|
2024
Q1 | $537K | Sell |
5,758
-32
| -0.6% | -$2.98K | 0.14% | 70 |
|
|
2023
Q4 | $492K | Buy |
5,790
+552
| +11% | +$47K | 0.14% | 68 |
|
|
2023
Q3 | $394K | Sell |
5,238
-44
| -0.8% | -$3.31K | 0.14% | 75 |
|
|
2023
Q2 | $414K | Sell |
5,282
-267
| -5% | -$20.9K | 0.15% | 73 |
|
|
2023
Q1 | $398K | Buy |
5,549
+1,001
| +22% | +$71.8K | 0.16% | 75 |
|
|
2022
Q4 | $300K | Buy |
4,548
+770
| +20% | +$50.7K | 0.13% | 85 |
|
|
2022
Q3 | $238K | Buy |
3,778
+11
| +0.3% | +$693 | 0.12% | 95 |
|
|
2022
Q2 | $250K | Buy |
3,767
+21
| +0.6% | +$1.39K | 0.13% | 90 |
|
|
2022
Q1 | $304K | Sell |
3,746
-130
| -3% | -$10.6K | 0.13% | 85 |
|
|
2021
Q4 | $341K | Buy |
3,876
+552
| +17% | +$48.6K | 0.14% | 81 |
|
|
2021
Q3 | $266K | Buy |
3,324
+9
| +0.3% | +$720 | 0.12% | 88 |
|
|
2021
Q2 | $265K | Buy |
3,315
+36
| +1% | +$2.88K | 0.13% | 87 |
|
|
2021
Q1 | $242K | Sell |
3,279
-128
| -4% | -$9.45K | 0.13% | 83 |
|
|
2020
Q4 | $239K | Hold |
3,407
| – | – | 0.15% | 77 |
|
|
2020
Q3 | $210K | Buy |
+3,407
| New | +$210K | 0.15% | 83 |
|