New England Private Wealth 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 | $364K | Buy |
3,237
+7
| +0.2% | +$787 | 0.05% | 122 |
|
|
2025
Q1 | $316K | Buy |
3,230
+266
| +9% | +$26.1K | 0.05% | 118 |
|
|
2024
Q4 | $311K | Buy |
2,964
+8
| +0.3% | +$839 | 0.05% | 122 |
|
|
2024
Q3 | $300K | Buy |
2,956
+8
| +0.3% | +$813 | 0.05% | 119 |
|
|
2024
Q2 | $285K | Buy |
+2,948
| New | +$285K | 0.05% | 116 |
|
|
2021
Q4 | – | Sell |
-4,958
| Closed | -$397K | – | 105 |
|
|
2021
Q3 | $397K | Sell |
4,958
-1
| -0% | -$80 | 0.07% | 81 |
|
|
2021
Q2 | $396K | Hold |
4,959
| – | – | 0.08% | 78 |
|
|
2021
Q1 | $366K | Hold |
4,959
| – | – | 0.06% | 77 |
|
|
2020
Q4 | $347K | Hold |
4,959
| – | – | 0.08% | 68 |
|
|
2020
Q3 | $306K | Hold |
4,959
| – | – | 0.08% | 68 |
|
|
2020
Q2 | $279K | Hold |
4,959
| – | – | 0.08% | 70 |
|
|
2020
Q1 | $227K | Buy |
4,959
+4
| +0.1% | +$183 | 0.08% | 70 |
|
|
2019
Q4 | $280K | Buy |
4,955
+4
| +0.1% | +$226 | 0.07% | 65 |
|
|
2019
Q3 | $258K | Buy |
4,951
+384
| +8% | +$20K | 0.06% | 131 |
|
|
2019
Q2 | $234K | Buy |
+4,567
| New | +$234K | 0.06% | 140 |
|