IFP Advisors’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 | $64.2K | Hold |
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|
2025
Q2 | $59.4K | Hold |
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2025
Q1 | $53.1K | Hold |
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|
2024
Q4 | $56.9K | Hold |
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|
2024
Q3 | $55.1K | Sell |
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|
2024
Q2 | $52.5K | Buy |
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|
2024
Q1 | $50.5K | Hold |
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|
2023
Q4 | $46.1K | Buy |
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|
2023
Q3 | $25.8K | Sell |
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|
2023
Q2 | $30.1K | Buy |
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|
2023
Q1 | $19.2K | Hold |
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|
2022
Q4 | $19K | Hold |
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|
2022
Q3 | $19K | Hold |
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|
2022
Q2 | $19K | Hold |
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|
2022
Q1 | $19K | Buy |
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|
2021
Q4 | $30K | Hold |
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|
2021
Q3 | $27K | Hold |
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|
2021
Q2 | $27K | Hold |
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|
2021
Q1 | $25K | Buy |
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