Oxford Financial Group’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 | $219K | Hold |
1,997
| – | – | 0.01% | 196 |
|
|
2025
Q1 | $196K | Hold |
1,997
| – | – | 0.01% | 211 |
|
|
2024
Q4 | $209K | Hold |
1,997
| – | – | 0.01% | 240 |
|
|
2024
Q3 | $203K | Hold |
1,997
| – | – | 0.01% | 236 |
|
|
2024
Q2 | $193K | Sell |
1,997
-208
| -9% | -$20.1K | 0.01% | 255 |
|
|
2024
Q1 | $205K | Hold |
2,205
| – | – | 0.01% | 217 |
|
|
2023
Q4 | $188K | Hold |
2,205
| – | – | 0.01% | 230 |
|
|
2023
Q3 | $166K | Hold |
2,205
| – | – | 0.01% | 217 |
|
|
2023
Q2 | $173K | Buy |
+2,205
| New | +$173K | 0.02% | 230 |
|