Shepherd Financial Partners’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 | $1.42M | Hold |
12,933
| – | – | 0.15% | 95 |
|
|
2025
Q1 | $1.27M | Hold |
12,933
| – | – | 0.15% | 94 |
|
|
2024
Q4 | $1.36M | Hold |
12,933
| – | – | 0.16% | 80 |
|
|
2024
Q3 | $1.31M | Hold |
12,933
| – | – | 0.16% | 82 |
|
|
2024
Q2 | $1.25M | Hold |
12,933
| – | – | 0.16% | 84 |
|
|
2024
Q1 | $1.21M | Hold |
12,933
| – | – | 0.16% | 88 |
|
|
2023
Q4 | $1.1M | Sell |
12,933
-18
| -0.1% | -$1.53K | 0.16% | 93 |
|
|
2023
Q3 | $974K | Hold |
12,951
| – | – | 0.15% | 89 |
|
|
2023
Q2 | $1.01M | Hold |
12,951
| – | – | 0.16% | 87 |
|
|
2023
Q1 | $929K | Sell |
12,951
-31
| -0.2% | -$2.22K | 0.16% | 91 |
|
|
2022
Q4 | $855K | Sell |
12,982
-1,983
| -13% | -$131K | 0.15% | 89 |
|
|
2022
Q3 | $941K | Hold |
14,965
| – | – | 0.18% | 80 |
|
|
2022
Q2 | $994K | Hold |
14,965
| – | – | 0.19% | 76 |
|
|
2022
Q1 | $1.21M | Buy |
14,965
+6,531
| +77% | +$529K | 0.22% | 77 |
|
|
2021
Q4 | $741K | Buy |
+8,434
| New | +$741K | 0.13% | 96 |
|