Silver Oak Advisory Group’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 | $1.48M | Buy |
13,492
+3,507
| +35% | +$384K | 0.72% | 23 |
|
|
2025
Q1 | $978K | Buy |
9,985
+391
| +4% | +$38.3K | 0.52% | 26 |
|
|
2024
Q4 | $1.01M | Sell |
9,594
-276
| -3% | -$28.9K | 0.53% | 26 |
|
|
2024
Q3 | $1M | Sell |
9,870
-49
| -0.5% | -$4.98K | 0.51% | 25 |
|
|
2024
Q2 | $958K | Sell |
9,919
-125
| -1% | -$12.1K | 0.53% | 25 |
|
|
2024
Q1 | $937K | Sell |
10,044
-56
| -0.6% | -$5.22K | 0.53% | 26 |
|
|
2023
Q4 | $859K | Buy |
10,100
+2,514
| +33% | +$214K | 0.5% | 26 |
|
|
2023
Q3 | $570K | Buy |
7,586
+197
| +3% | +$14.8K | 0.37% | 29 |
|
|
2023
Q2 | $578K | Buy |
7,389
+3
| +0% | +$235 | 0.38% | 27 |
|
|
2023
Q1 | $529K | Buy |
7,386
+3
| +0% | +$215 | 0.36% | 28 |
|
|
2022
Q4 | $486K | Sell |
7,383
-567
| -7% | -$37.3K | 0.34% | 30 |
|
|
2022
Q3 | $500K | Buy |
7,950
+4,348
| +121% | +$273K | 0.37% | 30 |
|
|
2022
Q2 | $239K | Hold |
3,602
| – | – | 0.17% | 48 |
|
|
2022
Q1 | $292K | Hold |
3,602
| – | – | 0.19% | 44 |
|
|
2021
Q4 | $317K | Buy |
+3,602
| New | +$317K | 0.2% | 40 |
|