Sowell Financial Services’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 | $314K | Sell |
2,866
-154
| -5% | -$16.9K | 0.01% | 763 |
|
|
2025
Q1 | $296K | Buy |
+3,020
| New | +$296K | 0.01% | 774 |
|
|
2023
Q2 | – | Sell |
-24,750
| Closed | -$1.78M | – | 634 |
|
|
2023
Q1 | $1.78M | Buy |
+24,750
| New | +$1.78M | 0.14% | 178 |
|
|
2022
Q1 | – | Sell |
-19,071
| Closed | -$1.68M | – | 252 |
|
|
2021
Q4 | $1.68M | Buy |
+19,071
| New | +$1.68M | 0.1% | 234 |
|
|
2021
Q2 | – | Sell |
-20,044
| Closed | -$1.55M | – | 1172 |
|
|
2021
Q1 | $1.55M | Buy |
20,044
+2,130
| +12% | +$165K | 0.05% | 297 |
|
|
2020
Q4 | $1.26M | Sell |
17,914
-778
| -4% | -$54.6K | 0.05% | 282 |
|
|
2020
Q3 | $1.16M | Sell |
18,692
-331
| -2% | -$20.5K | 0.06% | 264 |
|
|
2020
Q2 | $1.07M | Buy |
19,023
+10,428
| +121% | +$588K | 0.06% | 257 |
|
|
2020
Q1 | $394K | Buy |
8,595
+3,071
| +56% | +$141K | 0.03% | 462 |
|
|
2019
Q4 | $312K | Buy |
5,524
+2,604
| +89% | +$147K | 0.02% | 585 |
|
|
2019
Q3 | $152K | Buy |
+2,920
| New | +$152K | 0.01% | 714 |
|