SC
Stephens Consulting’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 | $5.28M | Sell |
48,151
-1,131
| -2% | -$124K | 1.25% | 13 |
|
|
2025
Q1 | $4.83M | Buy |
49,282
+2,260
| +5% | +$221K | 1.21% | 15 |
|
|
2024
Q4 | $4.93M | Buy |
47,022
+2,561
| +6% | +$269K | 1.23% | 15 |
|
|
2024
Q3 | $4.52M | Buy |
44,461
+1,515
| +4% | +$154K | 1.15% | 16 |
|
|
2024
Q2 | $4.15M | Buy |
42,946
+3,433
| +9% | +$332K | 1.18% | 14 |
|
|
2024
Q1 | $3.68M | Buy |
39,513
+463
| +1% | +$43.1K | 1.13% | 14 |
|
|
2023
Q4 | $3.32M | Buy |
39,050
+1,471
| +4% | +$125K | 1.13% | 14 |
|
|
2023
Q3 | $2.83M | Buy |
37,579
+423
| +1% | +$31.8K | 1.15% | 14 |
|
|
2023
Q2 | $2.91M | Buy |
37,156
+1,362
| +4% | +$107K | 1.15% | 14 |
|
|
2023
Q1 | $2.57M | Buy |
35,794
+3,820
| +12% | +$274K | 1.55% | 13 |
|
|
2022
Q4 | $2.11M | Buy |
31,974
+6,439
| +25% | +$424K | 1.4% | 14 |
|
|
2022
Q3 | $1.61M | Sell |
25,535
-2,509
| -9% | -$158K | 1.44% | 13 |
|
|
2022
Q2 | $1.86M | Buy |
28,044
+9,383
| +50% | +$623K | 1.51% | 12 |
|
|
2022
Q1 | $1.51M | Buy |
18,661
+3,918
| +27% | +$318K | 1.24% | 17 |
|
|
2021
Q4 | $1.3M | Buy |
+14,743
| New | +$1.3M | 1.07% | 20 |
|