Rise 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 | $27.1K | Buy |
247
+1
| +0.4% | +$110 | 0.01% | 387 |
|
|
2025
Q1 | $24.1K | Hold |
246
| – | – | 0.01% | 410 |
|
|
2024
Q4 | $25.8K | Buy |
246
+1
| +0.4% | +$105 | 0.01% | 484 |
|
|
2024
Q3 | $24.9K | Buy |
245
+1
| +0.4% | +$102 | 0.01% | 537 |
|
|
2024
Q2 | $23.6K | Hold |
244
| – | – | 0.01% | 514 |
|
|
2024
Q1 | $22.7K | Buy |
244
+1
| +0.4% | +$93 | 0.01% | 564 |
|
|
2023
Q4 | $20.7K | Buy |
243
+1
| +0.4% | +$85 | 0.01% | 248 |
|
|
2023
Q3 | $18.2K | Buy |
242
+1
| +0.4% | +$75 | 0.01% | 247 |
|
|
2023
Q2 | $18.9K | Buy |
241
+20
| +9% | +$1.57K | 0.01% | 244 |
|
|
2023
Q1 | $15.8K | Buy |
+221
| New | +$15.8K | 0.01% | 287 |
|