Mutual 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 | $466K | Buy |
4,132
+496
| +14% | +$56K | 0.01% | 814 |
|
|
2025
Q1 | $352K | Sell |
3,636
-217
| -6% | -$21K | 0.01% | 848 |
|
|
2024
Q4 | $407K | Buy |
3,853
+837
| +28% | +$88.4K | 0.01% | 774 |
|
|
2024
Q3 | $309K | Sell |
3,016
-1,854
| -38% | -$190K | 0.01% | 882 |
|
|
2024
Q2 | $471K | Sell |
4,870
-5,378
| -52% | -$520K | 0.01% | 724 |
|
|
2024
Q1 | $955K | Buy |
10,248
+4,525
| +79% | +$422K | 0.03% | 485 |
|
|
2023
Q4 | $487K | Sell |
5,723
-4,047
| -41% | -$344K | 0.02% | 661 |
|
|
2023
Q3 | $735K | Buy |
9,770
+4,322
| +79% | +$325K | 0.03% | 501 |
|
|
2023
Q2 | $427K | Buy |
5,448
+368
| +7% | +$28.8K | 0.02% | 688 |
|
|
2023
Q1 | $364K | Buy |
5,080
+70
| +1% | +$5.02K | 0.01% | 722 |
|
|
2022
Q4 | $330K | Sell |
5,010
-3,278
| -40% | -$216K | 0.01% | 713 |
|
|
2022
Q3 | $521K | Buy |
8,288
+3,278
| +65% | +$206K | 0.03% | 548 |
|
|
2022
Q2 | $333K | Buy |
5,010
+46
| +0.9% | +$3.06K | 0.02% | 645 |
|
|
2022
Q1 | $402K | Sell |
4,964
-6,754
| -58% | -$547K | 0.02% | 634 |
|
|
2021
Q4 | $1.03M | Sell |
11,718
-74
| -0.6% | -$6.51K | 0.05% | 375 |
|
|
2021
Q3 | $944K | Sell |
11,792
-161
| -1% | -$12.9K | 0.06% | 367 |
|
|
2021
Q2 | $956K | Buy |
11,953
+96
| +0.8% | +$7.68K | 0.06% | 361 |
|
|
2021
Q1 | $874K | Buy |
11,857
+3,991
| +51% | +$294K | 0.06% | 351 |
|
|
2020
Q4 | $552K | Sell |
7,866
-1,171
| -13% | -$82.2K | 0.04% | 441 |
|
|
2020
Q3 | $559K | Sell |
9,037
-105
| -1% | -$6.5K | 0.05% | 399 |
|
|
2020
Q2 | $516K | Buy |
+9,142
| New | +$516K | 0.05% | 372 |
|