LWP
Laurel Wealth Planning’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 | $2.92M | Buy |
26,600
+16,469
| +163% | +$1.81M | 1.66% | 22 |
|
|
2025
Q1 | $992K | Sell |
10,131
-431
| -4% | -$42.2K | 0.66% | 33 |
|
|
2024
Q4 | $1.11M | Sell |
10,562
-853
| -7% | -$89.5K | 0.71% | 33 |
|
|
2024
Q3 | $1.16M | Sell |
11,415
-1,946
| -15% | -$198K | 0.76% | 29 |
|
|
2024
Q2 | $1.29M | Sell |
13,361
-3,050
| -19% | -$295K | 0.9% | 28 |
|
|
2024
Q1 | $1.53M | Sell |
16,411
-5,570
| -25% | -$519K | 1.02% | 26 |
|
|
2023
Q4 | $1.87M | Sell |
21,981
-5,625
| -20% | -$479K | 1.32% | 23 |
|
|
2023
Q3 | $2.08M | Sell |
27,606
-2,972
| -10% | -$224K | 1.62% | 23 |
|
|
2023
Q2 | $2.4M | Sell |
30,578
-11,324
| -27% | -$887K | 1.71% | 24 |
|
|
2023
Q1 | $3.01M | Sell |
41,902
-24,823
| -37% | -$1.78M | 1.99% | 21 |
|
|
2022
Q4 | $4.39M | Buy |
66,725
+43,734
| +190% | +$2.88M | 2.83% | 8 |
|
|
2022
Q3 | $1.45M | Hold |
22,991
| – | – | 1.06% | 29 |
|
|
2022
Q2 | $1.53M | Sell |
22,991
-1,144
| -5% | -$76K | 1.07% | 29 |
|
|
2022
Q1 | $1.96M | Sell |
24,135
-10,681
| -31% | -$866K | 1.32% | 27 |
|
|
2021
Q4 | $3.06M | Sell |
34,816
-247
| -0.7% | -$21.7K | 2.32% | 17 |
|
|
2021
Q3 | $2.81M | Buy |
35,063
+364
| +1% | +$29.1K | 2.27% | 16 |
|
|
2021
Q2 | $2.78M | Buy |
34,699
+1,630
| +5% | +$130K | 2.42% | 18 |
|
|
2021
Q1 | $2.44M | Buy |
33,069
+2,059
| +7% | +$152K | 2.23% | 19 |
|
|
2020
Q4 | $2.18M | Buy |
+31,010
| New | +$2.18M | 2.12% | 20 |
|