Marshall Financial Group (Pennsylvania)’s Vanguard ESG US Stock ETF ESGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.63M | Buy |
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|
2025
Q2 | $2.4M | Buy |
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|
2025
Q1 | $2.07M | Buy |
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|
2024
Q4 | $2.07M | Buy |
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|
2024
Q3 | $1.9M | Buy |
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|
2024
Q2 | $1.7M | Buy |
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|
2024
Q1 | $1.63M | Sell |
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|
2023
Q4 | $1.51M | Buy |
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|
2023
Q3 | $847K | Buy |
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|
2023
Q2 | $869K | Sell |
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|
2023
Q1 | $875K | Buy |
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|
2022
Q4 | $754K | Sell |
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|
2022
Q3 | $875K | Buy |
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|
2022
Q2 | $884K | Buy |
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $739K | Buy |
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|
2021
Q2 | $587K | Buy |
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|
2021
Q1 | $534K | Sell |
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|
2020
Q4 | $561K | Buy |
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|
2020
Q3 | $432K | Buy |
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|
2020
Q2 | $215K | Buy |
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