KMG Fiduciary Partners’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 | $647K | Hold |
5,900
| – | – | 0.05% | 212 |
|
|
2025
Q1 | $578K | Hold |
5,900
| – | – | 0.05% | 215 |
|
|
2024
Q4 | $619K | Hold |
5,900
| – | – | 0.05% | 207 |
|
|
2024
Q3 | $600K | Hold |
5,900
| – | – | 0.05% | 201 |
|
|
2024
Q2 | $570K | Hold |
5,900
| – | – | 0.06% | 180 |
|
|
2024
Q1 | $550K | Hold |
5,900
| – | – | 0.06% | 175 |
|
|
2023
Q4 | $502K | Hold |
5,900
| – | – | 0.06% | 176 |
|
|
2023
Q3 | $444K | Hold |
5,900
| – | – | 0.06% | 174 |
|
|
2023
Q2 | $462K | Hold |
5,900
| – | – | 0.06% | 178 |
|
|
2023
Q1 | $423K | Hold |
5,900
| – | – | 0.06% | 182 |
|
|
2022
Q4 | $389K | Hold |
5,900
| – | – | 0.06% | 182 |
|
|
2022
Q3 | $371K | Hold |
5,900
| – | – | 0.07% | 153 |
|
|
2022
Q2 | $392K | Hold |
5,900
| – | – | 0.07% | 154 |
|
|
2022
Q1 | $478K | Hold |
5,900
| – | – | 0.08% | 150 |
|
|
2021
Q4 | $519K | Hold |
5,900
| – | – | 0.08% | 136 |
|
|
2021
Q3 | $472K | Hold |
5,900
| – | – | 0.08% | 134 |
|
|
2021
Q2 | $472K | Buy |
+5,900
| New | +$472K | 0.08% | 137 |
|