LA
LexAurum Advisors’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 | $728K | Buy |
6,637
+391
| +6% | +$42.9K | 0.11% | 151 |
|
2025
Q1 | $612K | Buy |
6,246
+211
| +3% | +$20.7K | 0.12% | 160 |
|
2024
Q4 | $633K | Sell |
6,035
-187
| -3% | -$19.6K | 0.13% | 153 |
|
2024
Q3 | $632K | Buy |
6,222
+931
| +18% | +$94.6K | 0.14% | 140 |
|
2024
Q2 | $511K | Buy |
5,291
+497
| +10% | +$48K | 0.12% | 155 |
|
2024
Q1 | $447K | Buy |
4,794
+662
| +16% | +$61.7K | 0.11% | 166 |
|
2023
Q4 | $351K | Buy |
4,132
+570
| +16% | +$48.5K | 0.09% | 197 |
|
2023
Q3 | $268K | Buy |
3,562
+167
| +5% | +$12.6K | 0.08% | 232 |
|
2023
Q2 | $266K | Sell |
3,395
-955
| -22% | -$74.8K | 0.08% | 218 |
|
2023
Q1 | $312K | Sell |
4,350
-2,778
| -39% | -$199K | 0.1% | 186 |
|
2022
Q4 | $469K | Sell |
7,128
-600
| -8% | -$39.5K | 0.17% | 126 |
|
2022
Q3 | $486K | Sell |
7,728
-365
| -5% | -$23K | 0.19% | 119 |
|
2022
Q2 | $537K | Sell |
8,093
-45
| -0.6% | -$2.99K | 0.2% | 113 |
|
2022
Q1 | $660K | Buy |
8,138
+545
| +7% | +$44.2K | 0.22% | 98 |
|
2021
Q4 | $667K | Sell |
7,593
-261
| -3% | -$22.9K | 0.22% | 96 |
|
2021
Q3 | $629K | Buy |
7,854
+182
| +2% | +$14.6K | 0.19% | 138 |
|
2021
Q2 | $614K | Buy |
7,672
+819
| +12% | +$65.5K | 0.18% | 140 |
|
2021
Q1 | $505K | Sell |
6,853
-53
| -0.8% | -$3.91K | 0.17% | 138 |
|
2020
Q4 | $485K | Sell |
6,906
-98
| -1% | -$6.88K | 0.17% | 137 |
|
2020
Q3 | $433K | Sell |
7,004
-1,173
| -14% | -$72.5K | 0.18% | 120 |
|
2020
Q2 | $461K | Buy |
8,177
+129
| +2% | +$7.27K | 0.25% | 91 |
|
2020
Q1 | $369K | Buy |
+8,048
| New | +$369K | 0.26% | 84 |
|