Kestra Private Wealth Services’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 | $492K | Sell |
4,485
-572
| -11% | -$62.7K | 0.01% | 1045 |
|
|
2025
Q1 | $495K | Buy |
5,057
+958
| +23% | +$93.8K | 0.01% | 959 |
|
|
2024
Q4 | $430K | Buy |
4,099
+9
| +0.2% | +$944 | 0.01% | 992 |
|
|
2024
Q3 | $416K | Sell |
4,090
-175
| -4% | -$17.8K | 0.01% | 953 |
|
|
2024
Q2 | $412K | Sell |
4,265
-445
| -9% | -$43K | 0.01% | 908 |
|
|
2024
Q1 | $439K | Sell |
4,710
-148
| -3% | -$13.8K | 0.01% | 859 |
|
|
2023
Q4 | $413K | Buy |
4,858
+15
| +0.3% | +$1.28K | 0.01% | 808 |
|
|
2023
Q3 | $364K | Buy |
4,843
+46
| +1% | +$3.46K | 0.01% | 777 |
|
|
2023
Q2 | $376K | Sell |
4,797
-885
| -16% | -$69.3K | 0.01% | 736 |
|
|
2023
Q1 | $407K | Buy |
5,682
+13
| +0.2% | +$932 | 0.02% | 661 |
|
|
2022
Q4 | $373K | Sell |
5,669
-72
| -1% | -$4.74K | 0.02% | 603 |
|
|
2022
Q3 | $361K | Buy |
5,741
+1,857
| +48% | +$117K | 0.02% | 588 |
|
|
2022
Q2 | $258K | Buy |
+3,884
| New | +$258K | 0.01% | 704 |
|