KMG Fiduciary Partners’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
Q3 | $699K | Hold |
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|
2025
Q2 | $647K | Hold |
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|
2025
Q1 | $578K | Hold |
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|
2024
Q4 | $619K | Hold |
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|
2024
Q3 | $600K | Hold |
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|
2024
Q2 | $570K | Hold |
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|
2024
Q1 | $550K | Hold |
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|
2023
Q4 | $502K | Hold |
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|
2023
Q3 | $444K | Hold |
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|
2023
Q2 | $462K | Hold |
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|
2023
Q1 | $423K | Hold |
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|
2022
Q4 | $389K | Hold |
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|
2022
Q3 | $371K | Hold |
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|
2022
Q2 | $392K | Hold |
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|
2022
Q1 | $478K | Hold |
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|
2021
Q4 | $519K | Hold |
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|
2021
Q3 | $472K | Hold |
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|
2021
Q2 | $472K | Buy |
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