JFS Wealth 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
Q2 | $139K | Hold |
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|
2025
Q1 | $124K | Buy |
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|
2024
Q4 | $132K | Hold |
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|
2024
Q3 | $128K | Buy |
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|
2024
Q2 | $122K | Buy |
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|
2024
Q1 | $118K | Sell |
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|
2023
Q4 | $200K | Hold |
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|
2023
Q3 | $177K | Hold |
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|
2023
Q2 | $184K | Hold |
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|
2023
Q1 | $169K | Hold |
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|
2022
Q4 | $155K | Buy |
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|
2022
Q3 | $81K | Hold |
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|
2022
Q2 | $86K | Hold |
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|
2022
Q1 | $105K | Hold |
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|
2021
Q4 | $113K | Hold |
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|
2021
Q3 | $103K | Buy |
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