Milestone Investment Advisors’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 | $783K | Sell |
7,141
-8
| -0.1% | -$877 | 0.2% | 54 |
|
|
2025
Q1 | $700K | Sell |
7,149
-141
| -2% | -$13.8K | 0.19% | 55 |
|
|
2024
Q4 | $765K | Buy |
7,290
+166
| +2% | +$17.4K | 0.21% | 52 |
|
|
2024
Q3 | $724K | Sell |
7,124
-1,073
| -13% | -$109K | 0.2% | 51 |
|
|
2024
Q2 | $792K | Sell |
8,197
-114
| -1% | -$11K | 0.21% | 49 |
|
|
2024
Q1 | $775K | Sell |
8,311
-54
| -0.6% | -$5.03K | 0.21% | 49 |
|
|
2023
Q4 | $712K | Sell |
8,365
-1,698
| -17% | -$144K | 0.21% | 50 |
|
|
2023
Q3 | $757K | Buy |
10,063
+346
| +4% | +$26K | 0.22% | 50 |
|
|
2023
Q2 | $761K | Buy |
9,717
+40
| +0.4% | +$3.13K | 0.24% | 46 |
|
|
2023
Q1 | $694K | Buy |
9,677
+1
| +0% | +$72 | 0.21% | 46 |
|
|
2022
Q4 | $637K | Buy |
+9,676
| New | +$637K | 0.22% | 45 |
|