Mission Wealth Management’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 | $2.9M | Buy |
26,491
+9,406
| +55% | +$1.03M | 0.06% | 164 |
|
|
2025
Q1 | $1.67M | Sell |
17,085
-96
| -0.6% | -$9.4K | 0.04% | 204 |
|
|
2024
Q4 | $1.8M | Hold |
17,181
| – | – | 0.04% | 189 |
|
|
2024
Q3 | $1.75M | Buy |
17,181
+397
| +2% | +$40.4K | 0.04% | 184 |
|
|
2024
Q2 | $1.62M | Sell |
16,784
-18,907
| -53% | -$1.83M | 0.04% | 185 |
|
|
2024
Q1 | $3.33M | Buy |
35,691
+18,907
| +113% | +$1.76M | 0.09% | 122 |
|
|
2023
Q4 | $1.43M | Sell |
16,784
-1,348
| -7% | -$115K | 0.05% | 182 |
|
|
2023
Q3 | $1.36M | Buy |
18,132
+20
| +0.1% | +$1.5K | 0.05% | 175 |
|
|
2023
Q2 | $1.42M | Hold |
18,112
| – | – | 0.05% | 167 |
|
|
2023
Q1 | $1.3M | Hold |
18,112
| – | – | 0.05% | 175 |
|
|
2022
Q4 | $1.19M | Sell |
18,112
-37,653
| -68% | -$2.48M | 0.06% | 172 |
|
|
2022
Q3 | $3.51M | Buy |
55,765
+39,353
| +240% | +$2.48M | 0.19% | 74 |
|
|
2022
Q2 | $1.09M | Buy |
+16,412
| New | +$1.09M | 0.06% | 173 |
|