Jones Financial Companies’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 | $19.9M | Buy |
182,763
+19,620
| +12% | +$2.14M | 0.02% | 256 |
|
|
2025
Q1 | $15.9M | Buy |
163,143
+20,718
| +15% | +$2.02M | 0.01% | 240 |
|
|
2024
Q4 | $14.9M | Buy |
142,425
+19,163
| +16% | +$2.01M | 0.01% | 205 |
|
|
2024
Q3 | $12.5M | Buy |
123,262
+12,285
| +11% | +$1.24M | 0.01% | 184 |
|
|
2024
Q2 | $10.7M | Buy |
110,977
+14,881
| +15% | +$1.44M | 0.01% | 146 |
|
|
2024
Q1 | $8.96M | Buy |
96,096
+13,014
| +16% | +$1.21M | 0.01% | 122 |
|
|
2023
Q4 | $7.07M | Buy |
83,082
+10,042
| +14% | +$854K | 0.01% | 123 |
|
|
2023
Q3 | $5.49M | Buy |
73,040
+3,143
| +4% | +$236K | 0.01% | 122 |
|
|
2023
Q2 | $5.48M | Buy |
69,897
+7,357
| +12% | +$576K | 0.01% | 123 |
|
|
2023
Q1 | $4.48M | Buy |
62,540
+9,082
| +17% | +$651K | 0.01% | 127 |
|
|
2022
Q4 | $3.52M | Buy |
53,458
+18,781
| +54% | +$1.24M | 0.01% | 133 |
|
|
2022
Q3 | $2.18M | Buy |
34,677
+11,200
| +48% | +$705K | ﹤0.01% | 140 |
|
|
2022
Q2 | $1.62M | Buy |
23,477
+7,772
| +49% | +$536K | ﹤0.01% | 146 |
|
|
2022
Q1 | $1.27M | Buy |
15,705
+10,593
| +207% | +$858K | ﹤0.01% | 152 |
|
|
2021
Q4 | $449K | Buy |
+5,112
| New | +$449K | ﹤0.01% | 192 |
|