Presilium Private Wealth’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 | $949K | Sell |
8,655
-57
| -0.7% | -$6.25K | 0.19% | 31 |
|
|
2025
Q1 | $853K | Buy |
8,712
+635
| +8% | +$62.2K | 0.19% | 37 |
|
|
2024
Q4 | $847K | Buy |
8,077
+463
| +6% | +$48.6K | 0.19% | 40 |
|
|
2024
Q3 | $774K | Buy |
7,614
+154
| +2% | +$15.7K | 0.18% | 45 |
|
|
2024
Q2 | $721K | Sell |
7,460
-181
| -2% | -$17.5K | 0.18% | 45 |
|
|
2024
Q1 | $712K | Sell |
7,641
-603
| -7% | -$56.2K | 0.19% | 42 |
|
|
2023
Q4 | $701K | Sell |
8,244
-210
| -2% | -$17.9K | 0.2% | 42 |
|
|
2023
Q3 | $636K | Buy |
8,454
+4,702
| +125% | +$354K | 0.2% | 27 |
|
|
2023
Q2 | $294K | Sell |
3,752
-102
| -3% | -$7.99K | 0.1% | 48 |
|
|
2023
Q1 | $276K | Buy |
3,854
+30
| +0.8% | +$2.15K | 0.11% | 45 |
|
|
2022
Q4 | $252K | Buy |
+3,824
| New | +$252K | 0.11% | 46 |
|