The 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 | $2.85M | Sell |
26,031
-2,148
| -8% | -$236K | 0.73% | 19 |
|
|
2025
Q1 | $2.76M | Buy |
28,179
+8
| +0% | +$784 | 0.81% | 16 |
|
|
2024
Q4 | $2.95M | Buy |
28,171
+976
| +4% | +$102K | 0.85% | 15 |
|
|
2024
Q3 | $2.76M | Buy |
27,195
+2,155
| +9% | +$219K | 0.8% | 17 |
|
|
2024
Q2 | $2.42M | Buy |
25,040
+6,785
| +37% | +$656K | 0.73% | 18 |
|
|
2024
Q1 | $2.09M | Sell |
18,255
-6,481
| -26% | -$742K | 0.64% | 19 |
|
|
2023
Q4 | $2.18M | Buy |
+24,736
| New | +$2.18M | 0.72% | 20 |
|