McClarren Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.86M | Buy |
34,352
+25,837
| +303% | +$3.07M | 2.28% | 13 |
|
|
2025
Q4 | $4.14M | Sell |
8,515
-20,710
| -71% | -$2.48M | 2.47% | 11 |
|
|
2025
Q3 | $4.05M | Sell |
29,225
-6,643
| -19% | -$756K | 2.48% | 12 |
|
|
2025
Q2 | $3.93M | Buy |
35,868
+5,065
| +16% | +$511K | 2.56% | 10 |
|
|
2025
Q1 | $3.52M | Buy |
+30,803
| New | +$3.22M | 2.32% | 10 |
|
|
2024
Q4 | – | Sell |
-32,783
| Closed | -$38.6K | – | 236 |
|
|
2024
Q3 | $38.6K | Buy |
32,783
+29,692
| +961% | +$2.91M | 4.86% | 6 |
|
|
2024
Q2 | $3.33M | Sell |
3,091
-30,910
| -91% | -$2.87M | 2.33% | 11 |
|
|
2024
Q1 | $3.17M | Buy |
34,001
+324
| +1% | +$28.8K | 2.28% | 11 |
|
|
2023
Q4 | $2.87M | Buy |
33,677
+6,108
| +22% | +$481K | 2.18% | 12 |
|
|
2023
Q3 | $2.07M | Buy |
27,569
+5,870
| +27% | +$461K | 1.81% | 13 |
|
|
2023
Q2 | $1.7M | Buy |
21,699
+2,621
| +14% | +$193K | 1.41% | 13 |
|
|
2023
Q1 | $1.36M | Buy |
19,078
+332
| +2% | +$23.1K | 1.24% | 18 |
|
|
2022
Q4 | $1.23M | Buy |
18,746
+3,841
| +26% | +$256K | 1.17% | 18 |
|
|
2022
Q3 | $937K | Buy |
14,905
+5,422
| +57% | +$381K | 0.93% | 19 |
|
|
2022
Q2 | $628K | Sell |
9,483
-5,296
| -36% | -$382K | 2.01% | 14 |
|
|
2022
Q1 | $1.2M | Sell |
14,779
-53
| -0.4% | -$4.26K | 0.87% | 21 |
|
|
2021
Q4 | $1.3M | Buy |
14,832
+849
| +6% | +$72.5K | 0.89% | 19 |
|
|
2021
Q3 | $1.12M | Sell |
13,983
-325
| -2% | -$26.8K | 0.87% | 18 |
|
|
2021
Q2 | $1.14M | Buy |
14,308
+84
| +0.6% | +$6.52K | 0.93% | 19 |
|
|
2021
Q1 | $1.05M | Buy |
14,224
+200
| +1% | +$14.5K | 0.94% | 19 |
|
|
2020
Q4 | $984K | Buy |
+14,024
| New | +$926K | 0.95% | 19 |
|
Other funds holding ESGV
VAI
VF
LWL
VCM
