Pinnacle Wealth Management Advisory Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $354K | Sell |
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|
2025
Q2 | $487K | Sell |
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|
2025
Q1 | $444K | Buy |
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|
2024
Q4 | $418K | Buy |
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|
2024
Q3 | $397K | Hold |
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|
2024
Q2 | $377K | Buy |
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|
2024
Q1 | $347K | Hold |
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|
2023
Q4 | $317K | Buy |
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|
2023
Q3 | $273K | Buy |
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|
2023
Q2 | $281K | Hold |
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|
2023
Q1 | $257K | Hold |
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|
2022
Q4 | $236K | Sell |
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|
2022
Q3 | $233K | Sell |
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|
2022
Q2 | $313K | Buy |
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|
2022
Q1 | $378K | Buy |
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|
2021
Q4 | $270K | Buy |
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