Moneta Group 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 | $850K | Buy |
7,749
+5,098
| +192% | +$559K | 0.01% | 333 |
|
|
2025
Q1 | $260K | Buy |
2,651
+7
| +0.3% | +$686 | ﹤0.01% | 557 |
|
|
2024
Q4 | $277K | Sell |
2,644
-165
| -6% | -$17.3K | ﹤0.01% | 547 |
|
|
2024
Q3 | $286K | Buy |
2,809
+37
| +1% | +$3.76K | ﹤0.01% | 529 |
|
|
2024
Q2 | $268K | Sell |
2,772
-232
| -8% | -$22.4K | ﹤0.01% | 520 |
|
|
2024
Q1 | $280K | Buy |
3,004
+455
| +18% | +$42.4K | ﹤0.01% | 507 |
|
|
2023
Q4 | $217K | Buy |
+2,549
| New | +$217K | ﹤0.01% | 517 |
|
|
2023
Q3 | – | Sell |
-2,782
| Closed | -$218K | – | 541 |
|
|
2023
Q2 | $218K | Buy |
+2,782
| New | +$218K | ﹤0.01% | 488 |
|