LPL Financial’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 | $26.5M | Buy |
242,068
+7,791
| +3% | +$854K | 0.01% | 1077 |
|
2025
Q1 | $22.9M | Buy |
234,277
+3,128
| +1% | +$306K | 0.01% | 1068 |
|
2024
Q4 | $24.2M | Buy |
231,149
+12,671
| +6% | +$1.33M | 0.01% | 980 |
|
2024
Q3 | $22.2M | Buy |
218,478
+3,777
| +2% | +$384K | 0.01% | 993 |
|
2024
Q2 | $20.7M | Buy |
214,701
+2,576
| +1% | +$249K | 0.01% | 952 |
|
2024
Q1 | $19.8M | Buy |
212,125
+33,942
| +19% | +$3.16M | 0.01% | 950 |
|
2023
Q4 | $15.2M | Buy |
178,183
+10,619
| +6% | +$903K | 0.01% | 1000 |
|
2023
Q3 | $12.6M | Buy |
167,564
+5,127
| +3% | +$386K | 0.01% | 1029 |
|
2023
Q2 | $12.7M | Buy |
162,437
+29,829
| +22% | +$2.34M | 0.01% | 1003 |
|
2023
Q1 | $9.51M | Sell |
132,608
-420
| -0.3% | -$30.1K | 0.01% | 1109 |
|
2022
Q4 | $8.76M | Buy |
133,028
+2,865
| +2% | +$189K | 0.01% | 1096 |
|
2022
Q3 | $8.19M | Buy |
130,163
+5,527
| +4% | +$348K | 0.01% | 1065 |
|
2022
Q2 | $8.28M | Buy |
124,636
+15,157
| +14% | +$1.01M | 0.01% | 1064 |
|
2022
Q1 | $8.88M | Sell |
109,479
-24,897
| -19% | -$2.02M | 0.01% | 1068 |
|
2021
Q4 | $11.8M | Buy |
134,376
+36,141
| +37% | +$3.18M | 0.01% | 925 |
|
2021
Q3 | $7.87M | Buy |
98,235
+20,061
| +26% | +$1.61M | 0.01% | 1090 |
|
2021
Q2 | $6.25M | Sell |
78,174
-12,899
| -14% | -$1.03M | 0.01% | 1190 |
|
2021
Q1 | $6.72M | Buy |
91,073
+29,932
| +49% | +$2.21M | 0.01% | 1048 |
|
2020
Q4 | $4.29M | Buy |
+61,141
| New | +$4.29M | 0.01% | 1200 |
|