Perigon Wealth 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 | $2.28M | Buy |
20,802
+3,848
| +23% | +$422K | 0.05% | 310 |
|
|
2025
Q1 | $1.66M | Sell |
16,954
-1,193
| -7% | -$117K | 0.04% | 341 |
|
|
2024
Q4 | $1.92M | Buy |
18,147
+87
| +0.5% | +$9.19K | 0.05% | 315 |
|
|
2024
Q3 | $1.84M | Buy |
+18,060
| New | +$1.84M | 0.05% | 301 |
|
|
2024
Q1 | – | Sell |
-16,202
| Closed | -$1.38M | – | 863 |
|
|
2023
Q4 | $1.38M | Buy |
16,202
+930
| +6% | +$79.1K | 0.05% | 283 |
|
|
2023
Q3 | $1.15M | Sell |
15,272
-759
| -5% | -$57.1K | 0.05% | 286 |
|
|
2023
Q2 | $1.26M | Buy |
+16,031
| New | +$1.26M | 0.05% | 272 |
|