Lido 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 | $3.65M | Buy |
33,268
+1,162
| +4% | +$127K | 0.01% | 417 |
|
|
2025
Q1 | $3.14M | Buy |
32,106
+16,384
| +104% | +$1.6M | 0.01% | 414 |
|
|
2024
Q4 | $1.65M | Buy |
+15,722
| New | +$1.65M | 0.01% | 530 |
|
|
2023
Q3 | – | Sell |
-3,588
| Closed | -$281K | – | 1066 |
|
|
2023
Q2 | $281K | Buy |
3,588
+626
| +21% | +$49.1K | ﹤0.01% | 862 |
|
|
2023
Q1 | $212K | Buy |
+2,962
| New | +$212K | ﹤0.01% | 895 |
|