Prime Capital Investment 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 | $306K | Sell |
2,793
-4,364
| -61% | -$478K | ﹤0.01% | 758 |
|
|
2025
Q1 | $701K | Buy |
7,157
+4,294
| +150% | +$421K | 0.01% | 577 |
|
|
2024
Q4 | $300K | Hold |
2,863
| – | – | ﹤0.01% | 728 |
|
|
2024
Q3 | $291K | Hold |
2,863
| – | – | ﹤0.01% | 747 |
|
|
2024
Q2 | $277K | Sell |
2,863
-550
| -16% | -$53.1K | ﹤0.01% | 749 |
|
|
2024
Q1 | $318K | Buy |
3,413
+79
| +2% | +$7.36K | ﹤0.01% | 758 |
|
|
2023
Q4 | $284K | Sell |
3,334
-668
| -17% | -$56.8K | ﹤0.01% | 754 |
|
|
2023
Q3 | $301K | Buy |
4,002
+51
| +1% | +$3.84K | 0.01% | 580 |
|
|
2023
Q2 | $310K | Buy |
+3,951
| New | +$310K | 0.01% | 598 |
|