Marshall Financial Group (Pennsylvania)’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 | $2.4M | Buy |
21,926
+780
| +4% | +$85.5K | 0.72% | 19 |
|
|
2025
Q1 | $2.07M | Buy |
21,146
+1,372
| +7% | +$134K | 0.65% | 21 |
|
|
2024
Q4 | $2.07M | Buy |
19,774
+1,083
| +6% | +$114K | 0.63% | 23 |
|
|
2024
Q3 | $1.9M | Buy |
18,691
+1,132
| +6% | +$115K | 0.57% | 24 |
|
|
2024
Q2 | $1.7M | Buy |
17,559
+44
| +0.3% | +$4.25K | 0.55% | 25 |
|
|
2024
Q1 | $1.63M | Sell |
17,515
-296
| -2% | -$27.6K | 0.54% | 25 |
|
|
2023
Q4 | $1.51M | Buy |
17,811
+6,546
| +58% | +$557K | 0.54% | 25 |
|
|
2023
Q3 | $847K | Buy |
11,265
+169
| +2% | +$12.7K | 0.35% | 28 |
|
|
2023
Q2 | $869K | Sell |
11,096
-1,103
| -9% | -$86.4K | 0.33% | 30 |
|
|
2023
Q1 | $875K | Buy |
12,199
+746
| +7% | +$53.5K | 0.36% | 30 |
|
|
2022
Q4 | $754K | Sell |
11,453
-2,448
| -18% | -$161K | 0.32% | 31 |
|
|
2022
Q3 | $875K | Buy |
13,901
+588
| +4% | +$37K | 0.41% | 29 |
|
|
2022
Q2 | $884K | Buy |
13,313
+202
| +2% | +$13.4K | 0.4% | 30 |
|
|
2022
Q1 | $1.06M | Buy |
13,111
+878
| +7% | +$71.2K | 0.42% | 28 |
|
|
2021
Q4 | $1.08M | Buy |
12,233
+3,000
| +32% | +$264K | 0.42% | 29 |
|
|
2021
Q3 | $739K | Buy |
9,233
+1,890
| +26% | +$151K | 0.31% | 31 |
|
|
2021
Q2 | $587K | Buy |
7,343
+104
| +1% | +$8.31K | 0.25% | 35 |
|
|
2021
Q1 | $534K | Sell |
7,239
-758
| -9% | -$55.9K | 0.24% | 37 |
|
|
2020
Q4 | $561K | Buy |
7,997
+1,005
| +14% | +$70.5K | 0.27% | 33 |
|
|
2020
Q3 | $432K | Buy |
6,992
+3,181
| +83% | +$197K | 0.26% | 36 |
|
|
2020
Q2 | $215K | Buy |
+3,811
| New | +$215K | 0.14% | 46 |
|