Market Street Wealth Management 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 | $390K | Hold |
3,554
| – | – | 0.06% | 78 |
|
|
2025
Q1 | $348K | Sell |
3,554
-815
| -19% | -$79.8K | 0.06% | 79 |
|
|
2024
Q4 | $458K | Hold |
4,369
| – | – | 0.08% | 72 |
|
|
2024
Q3 | $444K | Hold |
4,369
| – | – | 0.07% | 74 |
|
|
2024
Q2 | $422K | Sell |
4,369
-68
| -2% | -$6.57K | 0.07% | 76 |
|
|
2024
Q1 | $413K | Sell |
4,437
-796
| -15% | -$74.2K | 0.07% | 81 |
|
|
2023
Q4 | $445K | Sell |
5,233
-2,320
| -31% | -$197K | 0.09% | 77 |
|
|
2023
Q3 | $568K | Hold |
7,553
| – | – | 0.15% | 66 |
|
|
2023
Q2 | $592K | Sell |
7,553
-1,094
| -13% | -$85.7K | 0.15% | 66 |
|
|
2023
Q1 | $620K | Sell |
8,647
-1,130
| -12% | -$81K | 0.16% | 67 |
|
|
2022
Q4 | $644K | Sell |
9,777
-45,750
| -82% | -$3.01M | 0.19% | 66 |
|
|
2022
Q3 | $3.49M | Buy |
55,527
+22,814
| +70% | +$1.44M | 1.11% | 20 |
|
|
2022
Q2 | $2.17M | Sell |
32,713
-3,107
| -9% | -$206K | 0.67% | 33 |
|
|
2022
Q1 | $2.9M | Buy |
+35,820
| New | +$2.9M | 1.03% | 21 |
|