Milestone Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $841K | Sell |
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|
2025
Q2 | $783K | Sell |
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|
2025
Q1 | $700K | Sell |
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|
2024
Q4 | $765K | Buy |
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|
2024
Q3 | $724K | Sell |
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|
2024
Q2 | $792K | Sell |
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|
2024
Q1 | $775K | Sell |
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|
2023
Q4 | $712K | Sell |
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|
2023
Q3 | $757K | Buy |
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|
2023
Q2 | $761K | Buy |
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|
2023
Q1 | $694K | Buy |
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|
2022
Q4 | $637K | Buy |
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