Morling Financial 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 | – | Sell |
-1,524
| Closed | -$149K | – | 110 |
|
|
2025
Q1 | $149K | Hold |
1,524
| – | – | 0.05% | 83 |
|
|
2024
Q4 | $160K | Hold |
1,524
| – | – | 0.06% | 74 |
|
|
2024
Q3 | $155K | Buy |
+1,524
| New | +$155K | 0.06% | 70 |
|
|
2023
Q2 | – | Sell |
-2,716
| Closed | -$195K | – | 77 |
|
|
2023
Q1 | $195K | Sell |
2,716
-212
| -7% | -$15.2K | 0.21% | 54 |
|
|
2022
Q4 | $193K | Buy |
+2,928
| New | +$193K | 0.25% | 51 |
|