Topel & Distasi Wealth Management’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 | $3.08M | Buy |
28,096
+924
| +3% | +$101K | 1.61% | 20 |
|
|
2025
Q1 | $2.66M | Buy |
27,172
+2,507
| +10% | +$246K | 1.24% | 24 |
|
|
2024
Q4 | $2.59M | Sell |
24,665
-226
| -0.9% | -$23.7K | 1.11% | 27 |
|
|
2024
Q3 | $2.53M | Buy |
24,891
+565
| +2% | +$57.4K | 1.05% | 28 |
|
|
2024
Q2 | $2.35M | Sell |
24,326
-65
| -0.3% | -$6.28K | 1.03% | 30 |
|
|
2024
Q1 | $2.27M | Sell |
24,391
-48
| -0.2% | -$4.47K | 1.01% | 30 |
|
|
2023
Q4 | $2.08M | Sell |
24,439
-206
| -0.8% | -$17.5K | 0.99% | 29 |
|
|
2023
Q3 | $1.85M | Sell |
24,645
-690
| -3% | -$51.9K | 0.97% | 31 |
|
|
2023
Q2 | $1.98M | Buy |
25,335
+94
| +0.4% | +$7.37K | 1% | 30 |
|
|
2023
Q1 | $1.81M | Buy |
25,241
+6,295
| +33% | +$451K | 0.94% | 31 |
|
|
2022
Q4 | $1.25M | Buy |
18,946
+756
| +4% | +$49.8K | 0.7% | 35 |
|
|
2022
Q3 | $1.25M | Sell |
18,190
-1,054
| -5% | -$72.3K | 0.69% | 36 |
|
|
2022
Q2 | $1.28M | Buy |
19,244
+40
| +0.2% | +$2.66K | 0.74% | 34 |
|
|
2022
Q1 | $1.56M | Buy |
19,204
+1,244
| +7% | +$101K | 0.65% | 40 |
|
|
2021
Q4 | $1.58M | Buy |
+17,960
| New | +$1.58M | 0.64% | 41 |
|