Stonebridge Financial Planning Group’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
Q3 | $332K | Hold |
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|
2025
Q2 | $308K | Sell |
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|
2025
Q1 | $287K | Sell |
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|
2024
Q4 | $331K | Buy |
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|
2024
Q3 | $317K | Hold |
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|
2024
Q2 | $301K | Hold |
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|
2024
Q1 | $290K | Hold |
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|
2023
Q4 | $265K | Sell |
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|
2023
Q3 | $291K | Hold |
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|
2023
Q2 | $304K | Hold |
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|
2023
Q1 | $278K | Sell |
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|
2022
Q4 | $452K | Hold |
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|
2022
Q3 | $432K | Hold |
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|
2022
Q2 | $456K | Hold |
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|
2022
Q1 | $557K | Hold |
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|
2021
Q4 | $548K | Buy |
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|
2021
Q3 | $586K | Buy |
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|
2021
Q2 | $545K | Sell |
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|
2021
Q1 | $602K | Buy |
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|
2020
Q4 | $362K | Buy |
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