SFM LLC’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 | $1.03M | Buy |
9,395
+255
| +3% | +$28K | 0.66% | 33 |
|
|
2025
Q1 | $895K | Sell |
9,140
-769
| -8% | -$75.3K | 0.66% | 36 |
|
|
2024
Q4 | $1.04M | Sell |
9,909
-156
| -2% | -$16.4K | 0.73% | 33 |
|
|
2024
Q3 | $1.02M | Buy |
10,065
+230
| +2% | +$23.4K | 0.77% | 31 |
|
|
2024
Q2 | $950K | Sell |
9,835
-9
| -0.1% | -$870 | 0.72% | 31 |
|
|
2024
Q1 | $917K | Buy |
9,844
+94
| +1% | +$8.76K | 0.7% | 33 |
|
|
2023
Q4 | $829K | Buy |
+9,750
| New | +$829K | 0.69% | 35 |
|