Per Stirling Capital 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
$407K Sell
3,710
-120
-3% -$13.2K 0.05% 188
2025
Q1
$375K Hold
3,830
0.05% 192
2024
Q4
$402K Sell
3,830
-1,150
-23% -$121K 0.06% 187
2024
Q3
$506K Sell
4,980
-161
-3% -$16.4K 0.07% 178
2024
Q2
$497K Buy
5,141
+4
+0.1% +$386 0.08% 156
2024
Q1
$479K Buy
+5,137
New +$479K 0.08% 146