Steward Partners Investment Advisory’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
Q2 | $521K | Sell |
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|
2025
Q1 | $476K | Buy |
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|
2024
Q4 | $465K | Sell |
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|
2024
Q3 | $735K | Buy |
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|
2024
Q2 | $406K | Buy |
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|
2024
Q1 | $341K | Buy |
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|
2023
Q4 | $311K | Sell |
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|
2023
Q3 | $285K | Buy |
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|
2023
Q2 | $297K | Buy |
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|
2023
Q1 | $264K | Buy |
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|
2022
Q4 | $243K | Sell |
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|
2022
Q3 | $654K | Buy |
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|
2022
Q2 | $244K | Buy |
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|
2022
Q1 | $296K | Buy |
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|
2021
Q4 | $282K | Buy |
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|
2021
Q3 | $257K | Buy |
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|
2021
Q2 | $217K | Sell |
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|
2021
Q1 | $432K | Buy |
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|
2020
Q4 | $168K | Buy |
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|
2020
Q3 | $131K | Sell |
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|
2020
Q2 | $2.15M | Buy |
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