TCI Wealth Advisors’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 | $280K | Buy |
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|
2025
Q2 | $215K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $108K | Buy |
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|
2022
Q4 | $88.1K | Hold |
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|
2022
Q3 | $84K | Hold |
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|
2022
Q2 | $89K | Hold |
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|
2022
Q1 | $108K | Buy |
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|
2021
Q4 | $106K | Hold |
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|
2021
Q3 | $96K | Buy |
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|
2021
Q2 | $67K | Hold |
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|
2021
Q1 | $62K | Hold |
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|
2020
Q4 | $59K | Buy |
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