Pinnacle Wealth Management Advisory 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 | $487K | Sell |
4,440
-96
| -2% | -$10.5K | 0.04% | 224 |
|
|
2025
Q1 | $444K | Buy |
4,536
+548
| +14% | +$53.7K | 0.04% | 224 |
|
|
2024
Q4 | $418K | Buy |
3,988
+87
| +2% | +$9.13K | 0.04% | 228 |
|
|
2024
Q3 | $397K | Hold |
3,901
| – | – | 0.04% | 234 |
|
|
2024
Q2 | $377K | Buy |
3,901
+177
| +5% | +$17.1K | 0.04% | 235 |
|
|
2024
Q1 | $347K | Hold |
3,724
| – | – | 0.04% | 234 |
|
|
2023
Q4 | $317K | Buy |
3,724
+100
| +3% | +$8.51K | 0.04% | 234 |
|
|
2023
Q3 | $273K | Buy |
3,624
+39
| +1% | +$2.93K | 0.04% | 248 |
|
|
2023
Q2 | $281K | Hold |
3,585
| – | – | 0.03% | 247 |
|
|
2023
Q1 | $257K | Hold |
3,585
| – | – | 0.03% | 258 |
|
|
2022
Q4 | $236K | Sell |
3,585
-125
| -3% | -$8.23K | 0.04% | 260 |
|
|
2022
Q3 | $233K | Sell |
3,710
-1,000
| -21% | -$62.8K | 0.04% | 237 |
|
|
2022
Q2 | $313K | Buy |
4,710
+50
| +1% | +$3.32K | 0.05% | 219 |
|
|
2022
Q1 | $378K | Buy |
4,660
+1,585
| +52% | +$129K | 0.05% | 207 |
|
|
2021
Q4 | $270K | Buy |
+3,075
| New | +$270K | 0.04% | 222 |
|