Rollins Financial 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 | $477K | Sell |
4,348
-497
| -10% | -$54.5K | 0.08% | 83 |
|
|
2025
Q1 | $475K | Sell |
4,845
-1,487
| -23% | -$146K | 0.08% | 82 |
|
|
2024
Q4 | $664K | Hold |
6,332
| – | – | 0.1% | 69 |
|
|
2024
Q3 | $644K | Sell |
6,332
-1,019
| -14% | -$104K | 0.11% | 71 |
|
|
2024
Q2 | $710K | Sell |
7,351
-74
| -1% | -$7.15K | 0.12% | 67 |
|
|
2024
Q1 | $692K | Buy |
7,425
+2,390
| +47% | +$223K | 0.13% | 66 |
|
|
2023
Q4 | $428K | Buy |
+5,035
| New | +$428K | 0.09% | 72 |
|