Retirement Planning Group (Kansas)’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 | $285K | Sell |
2,601
-1,759
| -40% | -$193K | 0.01% | 267 |
|
|
2025
Q1 | $427K | Sell |
4,360
-326
| -7% | -$31.9K | 0.02% | 208 |
|
|
2024
Q4 | $491K | Sell |
4,686
-91
| -2% | -$9.55K | 0.02% | 186 |
|
|
2024
Q3 | $486K | Buy |
+4,777
| New | +$486K | 0.03% | 182 |
|
|
2022
Q1 | – | Sell |
-2,638
| Closed | -$232K | – | 110 |
|
|
2021
Q4 | $232K | Buy |
2,638
+117
| +5% | +$10.3K | 0.02% | 97 |
|
|
2021
Q3 | $202K | Hold |
2,521
| – | – | 0.02% | 86 |
|
|
2021
Q2 | $202K | Buy |
+2,521
| New | +$202K | 0.02% | 85 |
|