Modera 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 | $2.94M | Buy |
26,796
+1,932
| +8% | +$212K | 0.04% | 222 |
|
|
2025
Q1 | $2.44M | Sell |
24,864
-467
| -2% | -$45.7K | 0.03% | 227 |
|
|
2024
Q4 | $2.66M | Buy |
25,331
+519
| +2% | +$54.4K | 0.03% | 225 |
|
|
2024
Q3 | $2.52M | Buy |
24,812
+562
| +2% | +$57.1K | 0.03% | 213 |
|
|
2024
Q2 | $2.34M | Buy |
24,250
+95
| +0.4% | +$9.18K | 0.03% | 208 |
|
|
2024
Q1 | $2.25M | Sell |
24,155
-254
| -1% | -$23.7K | 0.03% | 214 |
|
|
2023
Q4 | $2.08M | Sell |
24,409
-651
| -3% | -$55.4K | 0.03% | 217 |
|
|
2023
Q3 | $1.88M | Buy |
25,060
+417
| +2% | +$31.4K | 0.04% | 219 |
|
|
2023
Q2 | $1.93M | Buy |
24,643
+19,870
| +416% | +$1.56M | 0.04% | 227 |
|
|
2023
Q1 | $342K | Buy |
4,773
+421
| +10% | +$30.2K | 0.01% | 266 |
|
|
2022
Q4 | $287K | Buy |
+4,352
| New | +$287K | 0.01% | 289 |
|
|
2022
Q2 | – | Sell |
-2,614
| Closed | -$212K | – | 347 |
|
|
2022
Q1 | $212K | Buy |
+2,614
| New | +$212K | 0.01% | 337 |
|