Modera Wealth Management’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 | $3.45M | Buy |
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|
2025
Q2 | $2.94M | Buy |
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|
2025
Q1 | $2.44M | Sell |
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|
2024
Q4 | $2.66M | Buy |
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|
2024
Q3 | $2.52M | Buy |
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|
2024
Q2 | $2.34M | Buy |
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|
2024
Q1 | $2.25M | Sell |
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|
2023
Q4 | $2.08M | Sell |
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|
2023
Q3 | $1.88M | Buy |
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|
2023
Q2 | $1.93M | Buy |
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|
2023
Q1 | $342K | Buy |
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|
2022
Q4 | $287K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $212K | Buy |
|