SWM
Selective Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
14,985
+2,707
| +22% | +$300K | 0.61% | 24 |
|
|
2025
Q1 | $1.15M | Buy |
12,278
+2,997
| +32% | +$281K | 0.5% | 29 |
|
|
2024
Q4 | $965K | Buy |
9,281
+338
| +4% | +$35.1K | 0.39% | 37 |
|
|
2024
Q3 | $907K | Buy |
8,943
+46
| +0.5% | +$4.66K | 0.38% | 39 |
|
|
2024
Q2 | $879K | Sell |
8,897
-438
| -5% | -$43.3K | 0.39% | 40 |
|
|
2024
Q1 | $851K | Buy |
9,335
+4,389
| +89% | +$400K | 0.37% | 38 |
|
|
2023
Q4 | $411K | Buy |
4,946
+15
| +0.3% | +$1.25K | 0.21% | 56 |
|
|
2023
Q3 | $369K | Buy |
4,931
+77
| +2% | +$5.77K | 0.2% | 56 |
|
|
2023
Q2 | $377K | Buy |
+4,854
| New | +$377K | 0.19% | 65 |
|
|
2022
Q4 | – | Sell |
-495
| Closed | -$31K | – | 291 |
|
|
2022
Q3 | $31K | Buy |
495
+2
| +0.4% | +$125 | 0.01% | 361 |
|
|
2022
Q2 | $33K | Buy |
493
+491
| +24,550% | +$32.9K | 0.01% | 386 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 745 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 674 |
|