Stonehearth Capital 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 | $4.08M | Buy |
37,229
+1,892
| +5% | +$207K | 1.69% | 12 |
|
|
2025
Q1 | $3.46M | Sell |
35,337
-234
| -0.7% | -$22.9K | 1.43% | 15 |
|
|
2024
Q4 | $3.73M | Sell |
35,571
-1,000
| -3% | -$105K | 1.5% | 15 |
|
|
2024
Q3 | $3.72M | Sell |
36,571
-538
| -1% | -$54.7K | 1.48% | 15 |
|
|
2024
Q2 | $3.59M | Buy |
37,109
+2,394
| +7% | +$231K | 1.54% | 15 |
|
|
2024
Q1 | $3.24M | Buy |
34,715
+13,825
| +66% | +$1.29M | 1.46% | 15 |
|
|
2023
Q4 | $1.78M | Buy |
20,890
+5,357
| +34% | +$456K | 0.87% | 22 |
|
|
2023
Q3 | $1.17M | Buy |
15,533
+2,321
| +18% | +$175K | 0.64% | 25 |
|
|
2023
Q2 | $1.04M | Buy |
+13,212
| New | +$1.04M | 0.55% | 27 |
|
|
2022
Q3 | – | Sell |
-3,032
| Closed | -$209K | – | 65 |
|
|
2022
Q2 | $209K | Buy |
+3,032
| New | +$209K | 0.12% | 66 |
|