PDS Planning’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 | $546K | Buy |
4,976
+18
| +0.4% | +$1.97K | 0.04% | 220 |
|
|
2025
Q1 | $486K | Buy |
4,958
+246
| +5% | +$24.1K | 0.04% | 215 |
|
|
2024
Q4 | $494K | Buy |
4,712
+91
| +2% | +$9.55K | 0.04% | 191 |
|
|
2024
Q3 | $470K | Buy |
4,621
+339
| +8% | +$34.5K | 0.04% | 206 |
|
|
2024
Q2 | $414K | Sell |
4,282
-7
| -0.2% | -$676 | 0.04% | 206 |
|
|
2024
Q1 | $400K | Sell |
4,289
-2,782
| -39% | -$259K | 0.04% | 201 |
|
|
2023
Q4 | $601K | Buy |
7,071
+3,023
| +75% | +$257K | 0.07% | 121 |
|
|
2023
Q3 | $305K | Buy |
4,048
+8
| +0.2% | +$602 | 0.04% | 211 |
|
|
2023
Q2 | $317K | Buy |
4,040
+108
| +3% | +$8.46K | 0.04% | 204 |
|
|
2023
Q1 | $282K | Buy |
3,932
+4
| +0.1% | +$287 | 0.04% | 209 |
|
|
2022
Q4 | $259K | Buy |
3,928
+161
| +4% | +$10.6K | 0.04% | 164 |
|
|
2022
Q3 | $237K | Buy |
+3,767
| New | +$237K | 0.04% | 158 |
|