Reliant Wealth Planning’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 | $234K | Hold |
2,133
| – | – | 0.09% | 42 |
|
|
2025
Q1 | $209K | Hold |
2,133
| – | – | 0.1% | 29 |
|
|
2024
Q4 | $224K | Sell |
2,133
-277
| -11% | -$29.1K | 0.1% | 28 |
|
|
2024
Q3 | $245K | Hold |
2,410
| – | – | 0.11% | 26 |
|
|
2024
Q2 | $233K | Hold |
2,410
| – | – | 0.11% | 23 |
|
|
2024
Q1 | $225K | Buy |
2,410
+28
| +1% | +$2.61K | 0.11% | 20 |
|
|
2023
Q4 | $203K | Buy |
+2,382
| New | +$203K | 0.1% | 18 |
|