Level Financial Advisors’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 | $500K | Hold |
|
|||||
|
2025
Q2 | $463K | Buy |
|
|||||
|
2025
Q1 | $414K | Hold |
|
|||||
|
2024
Q4 | $443K | Sell |
|
|||||
|
2024
Q3 | $466K | Hold |
|
|||||
|
2024
Q2 | $443K | Hold |
|
|||||
|
2024
Q1 | $427K | Sell |
|
|||||
|
2023
Q4 | $437K | Hold |
|
|||||
|
2023
Q3 | $386K | Sell |
|
|||||
|
2023
Q2 | $407K | Hold |
|
|||||
|
2023
Q1 | $372K | Buy |
|
|||||
|
2022
Q4 | $342K | Sell |
|
|||||
|
2022
Q3 | $337K | Sell |
|
|||||
|
2022
Q2 | $357K | Buy |
|
|||||
|
2022
Q1 | $402K | Buy |
|