JFS Wealth 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 | $139K | Hold |
1,264
| – | – | 0.01% | 332 |
|
|
2025
Q1 | $124K | Buy |
1,264
+1
| +0.1% | +$98 | 0.01% | 347 |
|
|
2024
Q4 | $132K | Hold |
1,263
| – | – | 0.01% | 332 |
|
|
2024
Q3 | $128K | Buy |
1,263
+1
| +0.1% | +$102 | 0.01% | 334 |
|
|
2024
Q2 | $122K | Buy |
1,262
+1
| +0.1% | +$97 | 0.01% | 284 |
|
|
2024
Q1 | $118K | Sell |
1,261
-1,092
| -46% | -$102K | 0.01% | 298 |
|
|
2023
Q4 | $200K | Hold |
2,353
| – | – | 0.02% | 237 |
|
|
2023
Q3 | $177K | Hold |
2,353
| – | – | 0.02% | 232 |
|
|
2023
Q2 | $184K | Hold |
2,353
| – | – | 0.02% | 225 |
|
|
2023
Q1 | $169K | Hold |
2,353
| – | – | 0.02% | 231 |
|
|
2022
Q4 | $155K | Buy |
2,353
+1,062
| +82% | +$69.9K | 0.02% | 236 |
|
|
2022
Q3 | $81K | Hold |
1,291
| – | – | 0.01% | 304 |
|
|
2022
Q2 | $86K | Hold |
1,291
| – | – | 0.01% | 302 |
|
|
2022
Q1 | $105K | Hold |
1,291
| – | – | 0.01% | 295 |
|
|
2021
Q4 | $113K | Hold |
1,291
| – | – | 0.01% | 287 |
|
|
2021
Q3 | $103K | Buy |
+1,291
| New | +$103K | 0.01% | 302 |
|