IFP Advisors’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 | $59.4K | Hold |
542
| – | – | ﹤0.01% | 1964 |
|
|
2025
Q1 | $53.1K | Hold |
542
| – | – | ﹤0.01% | 1865 |
|
|
2024
Q4 | $56.9K | Hold |
542
| – | – | ﹤0.01% | 1771 |
|
|
2024
Q3 | $55.1K | Sell |
542
-1
| -0.2% | -$102 | ﹤0.01% | 1691 |
|
|
2024
Q2 | $52.5K | Buy |
543
+1
| +0.2% | +$97 | ﹤0.01% | 1657 |
|
|
2024
Q1 | $50.5K | Hold |
542
| – | – | ﹤0.01% | 1587 |
|
|
2023
Q4 | $46.1K | Buy |
542
+199
| +58% | +$16.9K | ﹤0.01% | 1579 |
|
|
2023
Q3 | $25.8K | Sell |
343
-41
| -11% | -$3.08K | ﹤0.01% | 1814 |
|
|
2023
Q2 | $30.1K | Buy |
384
+3
| +0.8% | +$235 | ﹤0.01% | 1827 |
|
|
2023
Q1 | $19.2K | Hold |
381
| – | – | ﹤0.01% | 2040 |
|
|
2022
Q4 | $19K | Hold |
381
| – | – | ﹤0.01% | 2916 |
|
|
2022
Q3 | $19K | Hold |
381
| – | – | ﹤0.01% | 3125 |
|
|
2022
Q2 | $19K | Hold |
381
| – | – | ﹤0.01% | 2879 |
|
|
2022
Q1 | $19K | Buy |
381
+38
| +11% | +$1.9K | ﹤0.01% | 2879 |
|
|
2021
Q4 | $30K | Hold |
343
| – | – | ﹤0.01% | 1733 |
|
|
2021
Q3 | $27K | Hold |
343
| – | – | ﹤0.01% | 1802 |
|
|
2021
Q2 | $27K | Hold |
343
| – | – | ﹤0.01% | 1790 |
|
|
2021
Q1 | $25K | Buy |
+343
| New | +$25K | ﹤0.01% | 1744 |
|