Stifel Financial’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 | $2.4M | Buy |
21,852
+5,725
| +35% | +$628K | ﹤0.01% | 1720 |
|
|
2025
Q1 | $1.58M | Buy |
16,127
+626
| +4% | +$61.3K | ﹤0.01% | 1929 |
|
|
2024
Q4 | $1.63M | Buy |
15,501
+25
| +0.2% | +$2.62K | ﹤0.01% | 1929 |
|
|
2024
Q3 | $1.57M | Buy |
15,476
+1,030
| +7% | +$105K | ﹤0.01% | 1933 |
|
|
2024
Q2 | $1.4M | Sell |
14,446
-1,175
| -8% | -$114K | ﹤0.01% | 1964 |
|
|
2024
Q1 | $1.46M | Buy |
15,621
+2,016
| +15% | +$188K | ﹤0.01% | 1947 |
|
|
2023
Q4 | $1.16M | Buy |
13,605
+2,071
| +18% | +$176K | ﹤0.01% | 2049 |
|
|
2023
Q3 | $868K | Sell |
11,534
-995
| -8% | -$74.8K | ﹤0.01% | 2140 |
|
|
2023
Q2 | $982K | Sell |
12,529
-8,246
| -40% | -$646K | ﹤0.01% | 2092 |
|
|
2023
Q1 | $1.49M | Buy |
20,775
+10,145
| +95% | +$727K | ﹤0.01% | 1758 |
|
|
2022
Q4 | $700K | Sell |
10,630
-2,880
| -21% | -$190K | ﹤0.01% | 2275 |
|
|
2022
Q3 | $850K | Buy |
13,510
+941
| +7% | +$59.2K | ﹤0.01% | 2082 |
|
|
2022
Q2 | $835K | Buy |
12,569
+3,741
| +42% | +$249K | ﹤0.01% | 2132 |
|
|
2022
Q1 | $716K | Buy |
8,828
+498
| +6% | +$40.4K | ﹤0.01% | 2351 |
|
|
2021
Q4 | $732K | Buy |
8,330
+492
| +6% | +$43.2K | ﹤0.01% | 2350 |
|
|
2021
Q3 | $627K | Buy |
7,838
+494
| +7% | +$39.5K | ﹤0.01% | 2443 |
|
|
2021
Q2 | $587K | Buy |
7,344
+2,112
| +40% | +$169K | ﹤0.01% | 2488 |
|
|
2021
Q1 | $386K | Buy |
5,232
+1,305
| +33% | +$96.3K | ﹤0.01% | 2639 |
|
|
2020
Q4 | $275K | Buy |
+3,927
| New | +$275K | ﹤0.01% | 2646 |
|