O'Shaughnessy Asset Management’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 | $103K | Buy |
939
+95
| +11% | +$10.4K | ﹤0.01% | 1949 |
|
2025
Q1 | $82.7K | Buy |
844
+38
| +5% | +$3.72K | ﹤0.01% | 1922 |
|
2024
Q4 | $84.5K | Hold |
806
| – | – | ﹤0.01% | 1872 |
|
2024
Q3 | $83.4K | Hold |
806
| – | – | ﹤0.01% | 1825 |
|
2024
Q2 | $77.9K | Buy |
806
+1
| +0.1% | +$97 | ﹤0.01% | 1666 |
|
2024
Q1 | $75K | Buy |
805
+610
| +313% | +$56.9K | ﹤0.01% | 1629 |
|
2023
Q4 | $16.6K | Buy |
195
+191
| +4,775% | +$16.2K | ﹤0.01% | 1623 |
|
2023
Q3 | $301 | Buy |
+4
| New | +$301 | ﹤0.01% | 1603 |
|