Sumitomo Mitsui Financial Group’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 | $103K | Hold |
938
| – | – | ﹤0.01% | 135 |
|
|
2025
Q1 | $90.5K | Hold |
938
| – | – | ﹤0.01% | 128 |
|
|
2024
Q4 | $98.6K | Hold |
938
| – | – | ﹤0.01% | 117 |
|
|
2024
Q3 | $94.8K | Hold |
938
| – | – | ﹤0.01% | 121 |
|
|
2024
Q2 | $90.8K | Hold |
938
| – | – | ﹤0.01% | 126 |
|
|
2024
Q1 | $87.4K | Sell |
938
-869
| -48% | -$81K | ﹤0.01% | 128 |
|
|
2023
Q4 | $154K | Hold |
1,807
| – | – | ﹤0.01% | 122 |
|
|
2023
Q3 | $136K | Hold |
1,807
| – | – | ﹤0.01% | 122 |
|
|
2023
Q2 | $142K | Sell |
1,807
-54
| -3% | -$4.24K | ﹤0.01% | 124 |
|
|
2023
Q1 | $134K | Hold |
1,861
| – | – | ﹤0.01% | 127 |
|
|
2022
Q4 | $122K | Sell |
1,861
-171
| -8% | -$11.2K | ﹤0.01% | 131 |
|
|
2022
Q3 | $128K | Sell |
2,032
-1,928
| -49% | -$121K | 0.01% | 130 |
|
|
2022
Q2 | $262K | Sell |
3,960
-629
| -14% | -$41.6K | 0.01% | 134 |
|
|
2022
Q1 | $372K | Sell |
4,589
-323
| -7% | -$26.2K | 0.01% | 130 |
|
|
2021
Q4 | $432K | Buy |
4,912
+1,823
| +59% | +$160K | 0.01% | 120 |
|
|
2021
Q3 | $250K | Buy |
+3,089
| New | +$250K | 0.01% | 135 |
|