Sowell Financial Services’s Vanguard ESG US Stock ETF ESGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $329K | Sell |
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|
2025
Q2 | $314K | Sell |
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|
2025
Q1 | $296K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.77M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.68M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.55M | Buy |
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|
2020
Q4 | $1.26M | Sell |
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|
2020
Q3 | $1.16M | Sell |
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|
2020
Q2 | $1.07M | Buy |
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|
2020
Q1 | $394K | Buy |
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|
2019
Q4 | $312K | Buy |
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|
2019
Q3 | $152K | Buy |
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