Merit Financial Group’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 | $2.5M | Sell |
22,823
-1,866
| -8% | -$205K | 0.03% | 445 |
|
|
2025
Q1 | $2.42M | Sell |
24,689
-11,297
| -31% | -$1.11M | 0.04% | 371 |
|
|
2024
Q4 | $3.77M | Buy |
35,986
+3,025
| +9% | +$317K | 0.07% | 230 |
|
|
2024
Q3 | $3.35M | Sell |
32,961
-6,558
| -17% | -$667K | 0.07% | 208 |
|
|
2024
Q2 | $3.82M | Sell |
39,519
-452
| -1% | -$43.7K | 0.08% | 182 |
|
|
2024
Q1 | $3.62M | Sell |
39,971
-422
| -1% | -$38.2K | 0.09% | 180 |
|
|
2023
Q4 | $3.44M | Sell |
40,393
-2,360
| -6% | -$201K | 0.1% | 133 |
|
|
2023
Q3 | $3.22M | Buy |
42,753
+1,195
| +3% | +$89.9K | 0.11% | 148 |
|
|
2023
Q2 | $3.26M | Buy |
41,558
+7,843
| +23% | +$615K | 0.11% | 149 |
|
|
2023
Q1 | $2.42M | Buy |
33,715
+2,311
| +7% | +$166K | 0.09% | 177 |
|
|
2022
Q4 | $2.07M | Buy |
31,404
+3,603
| +13% | +$237K | 0.07% | 192 |
|
|
2022
Q3 | $1.75M | Buy |
27,801
+983
| +4% | +$61.8K | 0.08% | 171 |
|
|
2022
Q2 | $1.78M | Buy |
26,818
+10,246
| +62% | +$680K | 0.06% | 184 |
|
|
2022
Q1 | $1.34M | Buy |
16,572
+9,037
| +120% | +$733K | 0.08% | 131 |
|
|
2021
Q4 | $662K | Buy |
+7,535
| New | +$662K | 0.06% | 145 |
|