Physician Wealth Advisors’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 | $417K | Buy |
3,808
+57
| +2% | +$6.25K | 0.07% | 112 |
|
|
2025
Q1 | $367K | Sell |
3,751
-88
| -2% | -$8.62K | 0.06% | 120 |
|
|
2024
Q4 | $403K | Sell |
3,839
-142
| -4% | -$14.9K | 0.07% | 112 |
|
|
2024
Q3 | $409K | Sell |
3,981
-65
| -2% | -$6.68K | 0.07% | 106 |
|
|
2024
Q2 | $408K | Buy |
4,046
+158
| +4% | +$15.9K | 0.08% | 103 |
|
|
2024
Q1 | $346K | Sell |
3,888
-49
| -1% | -$4.37K | 0.07% | 114 |
|
|
2023
Q4 | $342K | Buy |
+3,937
| New | +$342K | 0.08% | 111 |
|