Sterling Wealth Management’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 | $527K | Buy |
+4,803
| New | +$527K | 0.18% | 56 |
|
|
2024
Q4 | $482K | Buy |
4,594
+7
| +0.2% | +$734 | 0.18% | 64 |
|
|
2024
Q3 | $466K | Buy |
4,587
+7
| +0.2% | +$712 | 0.17% | 66 |
|
|
2024
Q2 | $442K | Buy |
4,580
+9
| +0.2% | +$869 | 0.21% | 62 |
|
|
2024
Q1 | $426K | Buy |
4,571
+6
| +0.1% | +$559 | 0.21% | 61 |
|
|
2023
Q4 | $388K | Buy |
+4,565
| New | +$388K | 0.22% | 61 |
|