SPW
Sonoma Private Wealth’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 | $312K | Hold |
2,848
| – | – | 0.38% | 59 |
|
|
2025
Q1 | $279K | Sell |
2,848
-123
| -4% | -$12K | 0.39% | 60 |
|
|
2024
Q4 | $312K | Hold |
2,971
| – | – | 0.5% | 62 |
|
|
2024
Q3 | $302K | Hold |
2,971
| – | – | 0.47% | 74 |
|
|
2024
Q2 | $287K | Buy |
2,971
+1
| +0% | +$97 | 0.47% | 68 |
|
|
2024
Q1 | $277K | Buy |
2,970
+59
| +2% | +$5.5K | 0.45% | 74 |
|
|
2023
Q4 | $248K | Sell |
2,911
-96
| -3% | -$8.17K | 0.41% | 69 |
|
|
2023
Q3 | $226K | Hold |
3,007
| – | – | 0.41% | 69 |
|
|
2023
Q2 | $236K | Buy |
3,007
+62
| +2% | +$4.86K | 0.41% | 72 |
|
|
2023
Q1 | $211K | Buy |
+2,945
| New | +$211K | 0.42% | 66 |
|