Steward Partners Investment Advisory’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 | $521K | Sell |
4,749
-106
| -2% | -$11.6K | ﹤0.01% | 1279 |
|
|
2025
Q1 | $476K | Buy |
4,855
+424
| +10% | +$41.5K | ﹤0.01% | 1245 |
|
|
2024
Q4 | $465K | Sell |
4,431
-2,796
| -39% | -$293K | ﹤0.01% | 1201 |
|
|
2024
Q3 | $735K | Buy |
7,227
+3,021
| +72% | +$307K | 0.01% | 960 |
|
|
2024
Q2 | $406K | Buy |
4,206
+545
| +15% | +$52.7K | ﹤0.01% | 1147 |
|
|
2024
Q1 | $341K | Buy |
3,661
+2
| +0.1% | +$186 | ﹤0.01% | 1210 |
|
|
2023
Q4 | $311K | Sell |
3,659
-131
| -3% | -$11.1K | ﹤0.01% | 1204 |
|
|
2023
Q3 | $285K | Buy |
3,790
+3
| +0.1% | +$226 | ﹤0.01% | 1134 |
|
|
2023
Q2 | $297K | Buy |
3,787
+99
| +3% | +$7.76K | ﹤0.01% | 1130 |
|
|
2023
Q1 | $264K | Buy |
3,688
+2
| +0.1% | +$143 | ﹤0.01% | 1164 |
|
|
2022
Q4 | $243K | Sell |
3,686
-6,717
| -65% | -$442K | ﹤0.01% | 1168 |
|
|
2022
Q3 | $654K | Buy |
10,403
+6,723
| +183% | +$423K | 0.01% | 768 |
|
|
2022
Q2 | $244K | Buy |
3,680
+23
| +0.6% | +$1.53K | ﹤0.01% | 1125 |
|
|
2022
Q1 | $296K | Buy |
3,657
+444
| +14% | +$35.9K | ﹤0.01% | 1144 |
|
|
2021
Q4 | $282K | Buy |
3,213
+2
| +0.1% | +$176 | ﹤0.01% | 1168 |
|
|
2021
Q3 | $257K | Buy |
3,211
+493
| +18% | +$39.5K | ﹤0.01% | 1164 |
|
|
2021
Q2 | $217K | Sell |
2,718
-3,134
| -54% | -$250K | ﹤0.01% | 1474 |
|
|
2021
Q1 | $432K | Buy |
5,852
+3,459
| +145% | +$255K | 0.01% | 941 |
|
|
2020
Q4 | $168K | Buy |
2,393
+276
| +13% | +$19.4K | ﹤0.01% | 1142 |
|
|
2020
Q3 | $131K | Sell |
2,117
-35,981
| -94% | -$2.23M | ﹤0.01% | 1111 |
|
|
2020
Q2 | $2.15M | Buy |
+38,098
| New | +$2.15M | 0.06% | 296 |
|