Simon Quick Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Buy |
+4,700
| New | +$515K | 0.02% | 421 |
|
|
2022
Q3 | – | Sell |
-4,672
| Closed | -$344K | – | 207 |
|
|
2022
Q2 | $344K | Buy |
4,672
+4,621
| +9,061% | +$340K | 0.05% | 133 |
|
|
2022
Q1 | $4K | Buy |
51
+1
| +2% | +$78 | ﹤0.01% | 322 |
|
|
2021
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 337 |
|
|
2021
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 382 |
|
|
2021
Q2 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 404 |
|