NewEdge Wealth’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 | $2.25M | Sell |
20,034
-2,470
| -11% | -$277K | 0.04% | 356 |
|
|
2025
Q1 | $2.2M | Buy |
22,504
+2,277
| +11% | +$223K | 0.04% | 339 |
|
|
2024
Q4 | $2.12M | Buy |
20,227
+275
| +1% | +$28.8K | 0.04% | 341 |
|
|
2024
Q3 | $2.03M | Buy |
19,952
+915
| +5% | +$93K | 0.04% | 345 |
|
|
2024
Q2 | $1.84M | Hold |
19,037
| – | – | 0.04% | 336 |
|
|
2024
Q1 | $1.7M | Buy |
19,037
+1,180
| +7% | +$106K | 0.04% | 352 |
|
|
2023
Q4 | $1.52M | Buy |
17,857
+122
| +0.7% | +$10.4K | 0.04% | 334 |
|
|
2023
Q3 | $1.33M | Buy |
+17,735
| New | +$1.33M | 0.04% | 316 |
|