Stratos Wealth Partners’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 | $974K | Buy |
8,882
+422
| +5% | +$46.3K | 0.01% | 698 |
|
|
2025
Q1 | $829K | Sell |
8,460
-1,684
| -17% | -$165K | 0.01% | 728 |
|
|
2024
Q4 | $1.06M | Sell |
10,144
-516
| -5% | -$54.1K | 0.02% | 678 |
|
|
2024
Q3 | $1.08M | Buy |
10,660
+455
| +4% | +$46.3K | 0.02% | 649 |
|
|
2024
Q2 | $986K | Sell |
10,205
-2,409
| -19% | -$233K | 0.02% | 651 |
|
|
2024
Q1 | $1.18M | Sell |
12,614
-79
| -0.6% | -$7.36K | 0.02% | 593 |
|
|
2023
Q4 | $1.08M | Sell |
12,693
-1,123
| -8% | -$95.5K | 0.02% | 598 |
|
|
2023
Q3 | $1.04M | Sell |
13,816
-37
| -0.3% | -$2.78K | 0.02% | 561 |
|
|
2023
Q2 | $1.09M | Sell |
13,853
-1,106
| -7% | -$86.7K | 0.02% | 508 |
|
|
2023
Q1 | $1.07M | Buy |
14,959
+7,044
| +89% | +$505K | 0.03% | 467 |
|
|
2022
Q4 | $521K | Buy |
7,915
+284
| +4% | +$18.7K | 0.01% | 724 |
|
|
2022
Q3 | $480K | Buy |
7,631
+413
| +6% | +$26K | 0.01% | 699 |
|
|
2022
Q2 | $479K | Buy |
7,218
+3,727
| +107% | +$247K | 0.01% | 744 |
|
|
2022
Q1 | $283K | Buy |
3,491
+955
| +38% | +$77.4K | 0.01% | 1008 |
|
|
2021
Q4 | $223K | Buy |
+2,536
| New | +$223K | ﹤0.01% | 1126 |
|