Summit Wealth 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 | $2.29M | Buy |
20,847
+590
| +3% | +$64.7K | 0.59% | 34 |
|
|
2025
Q1 | $1.98M | Hold |
20,257
| – | – | 0.58% | 31 |
|
|
2024
Q4 | $2.13M | Sell |
20,257
-3,811
| -16% | -$400K | 0.62% | 31 |
|
|
2024
Q3 | $2.45M | Hold |
24,068
| – | – | 0.71% | 29 |
|
|
2024
Q2 | $2.33M | Buy |
+24,068
| New | +$2.33M | 0.7% | 27 |
|
|
2023
Q3 | – | Sell |
-24,011
| Closed | -$1.88M | – | 47 |
|
|
2023
Q2 | $1.88M | Sell |
24,011
-351,176
| -94% | -$27.5M | 0.76% | 23 |
|
|
2023
Q1 | $5K | Buy |
+375,187
| New | +$5K | 0.12% | 52 |
|