Larson Financial Group’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 | $1.4M | Sell |
12,788
-201
| -2% | -$22K | 0.06% | 255 |
|
|
2025
Q1 | $1.27M | Sell |
12,989
-7,499
| -37% | -$735K | 0.06% | 238 |
|
|
2024
Q4 | $2.15M | Buy |
20,488
+410
| +2% | +$43K | 0.11% | 160 |
|
|
2024
Q3 | $2.04M | Sell |
20,078
-2,080
| -9% | -$211K | 0.12% | 156 |
|
|
2024
Q2 | $2.14M | Buy |
22,158
+3,992
| +22% | +$386K | 0.15% | 126 |
|
|
2024
Q1 | $1.69M | Sell |
18,166
-1,026
| -5% | -$95.6K | 0.13% | 135 |
|
|
2023
Q4 | $1.63M | Sell |
19,192
-369
| -2% | -$31.4K | 0.14% | 127 |
|
|
2023
Q3 | $1.47M | Buy |
19,561
+324
| +2% | +$24.4K | 0.14% | 134 |
|
|
2023
Q2 | $1.51M | Sell |
19,237
-25
| -0.1% | -$1.96K | 0.15% | 127 |
|
|
2023
Q1 | $1.38M | Buy |
19,262
+355
| +2% | +$25.5K | 0.15% | 134 |
|
|
2022
Q4 | $1.25M | Buy |
18,907
+760
| +4% | +$50.1K | 0.15% | 138 |
|
|
2022
Q3 | $1.14M | Buy |
18,147
+1,179
| +7% | +$74.2K | 0.16% | 121 |
|
|
2022
Q2 | $1.13M | Buy |
16,968
+2,497
| +17% | +$166K | 0.19% | 62 |
|
|
2022
Q1 | $1.17M | Buy |
14,471
+314
| +2% | +$25.5K | 0.19% | 65 |
|
|
2021
Q4 | $1.24M | Buy |
14,157
+394
| +3% | +$34.6K | 0.2% | 64 |
|
|
2021
Q3 | $1.1M | Buy |
13,763
+1,722
| +14% | +$138K | 0.22% | 55 |
|
|
2021
Q2 | $963K | Buy |
12,041
+373
| +3% | +$29.8K | 0.22% | 50 |
|
|
2021
Q1 | $861K | Buy |
11,668
+9,209
| +375% | +$680K | 0.25% | 45 |
|
|
2020
Q4 | $173K | Buy |
2,459
+519
| +27% | +$36.5K | 0.06% | 108 |
|
|
2020
Q3 | $120K | Buy |
1,940
+1,878
| +3,029% | +$116K | 0.05% | 116 |
|
|
2020
Q2 | $3K | Buy |
+62
| New | +$3K | ﹤0.01% | 524 |
|