Level Financial Advisors’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 | $463K | Buy |
4,225
+2
| +0% | +$219 | 0.14% | 65 |
|
|
2025
Q1 | $414K | Hold |
4,223
| – | – | 0.14% | 65 |
|
|
2024
Q4 | $443K | Sell |
4,223
-363
| -8% | -$38.1K | 0.16% | 57 |
|
|
2024
Q3 | $466K | Hold |
4,586
| – | – | 0.18% | 54 |
|
|
2024
Q2 | $443K | Hold |
4,586
| – | – | 0.19% | 49 |
|
|
2024
Q1 | $427K | Sell |
4,586
-551
| -11% | -$51.3K | 0.19% | 50 |
|
|
2023
Q4 | $437K | Hold |
5,137
| – | – | 0.22% | 47 |
|
|
2023
Q3 | $386K | Sell |
5,137
-56
| -1% | -$4.21K | 0.22% | 46 |
|
|
2023
Q2 | $407K | Hold |
5,193
| – | – | 0.23% | 45 |
|
|
2023
Q1 | $372K | Buy |
5,193
+1
| +0% | +$72 | 0.22% | 44 |
|
|
2022
Q4 | $342K | Sell |
5,192
-169
| -3% | -$11.1K | 0.22% | 42 |
|
|
2022
Q3 | $337K | Sell |
5,361
-15
| -0.3% | -$943 | 0.25% | 40 |
|
|
2022
Q2 | $357K | Buy |
5,376
+419
| +8% | +$27.8K | 0.26% | 38 |
|
|
2022
Q1 | $402K | Buy |
+4,957
| New | +$402K | 0.31% | 32 |
|