Toth Financial Advisory’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 | $24.7K | Buy |
225
+1
| +0.4% | +$110 | ﹤0.01% | 404 |
|
|
2025
Q1 | $22K | Hold |
224
| – | – | ﹤0.01% | 389 |
|
|
2024
Q4 | $23.5K | Buy |
224
+1
| +0.4% | +$105 | ﹤0.01% | 376 |
|
|
2024
Q3 | $22.7K | Hold |
223
| – | – | ﹤0.01% | 366 |
|
|
2024
Q2 | $21.5K | Buy |
223
+1
| +0.5% | +$96 | ﹤0.01% | 384 |
|
|
2024
Q1 | $20.7K | Buy |
222
+1
| +0.5% | +$93 | ﹤0.01% | 381 |
|
|
2023
Q4 | $18.8K | Hold |
221
| – | – | ﹤0.01% | 395 |
|
|
2023
Q3 | $16.6K | Buy |
221
+1
| +0.5% | +$75 | ﹤0.01% | 391 |
|
|
2023
Q2 | $17.2K | Buy |
220
+1
| +0.5% | +$78 | ﹤0.01% | 408 |
|
|
2023
Q1 | $15.7K | Hold |
219
| – | – | ﹤0.01% | 408 |
|
|
2022
Q4 | $14.4K | Buy |
219
+1
| +0.5% | +$66 | ﹤0.01% | 409 |
|
|
2022
Q3 | $14K | Buy |
218
+1
| +0.5% | +$64 | ﹤0.01% | 408 |
|
|
2022
Q2 | $14K | Buy |
217
+1
| +0.5% | +$65 | ﹤0.01% | 395 |
|
|
2022
Q1 | $18K | Buy |
216
+66
| +44% | +$5.5K | ﹤0.01% | 396 |
|
|
2021
Q4 | $13K | Buy |
150
+1
| +0.7% | +$87 | ﹤0.01% | 451 |
|
|
2021
Q3 | $12K | Buy |
149
+65
| +77% | +$5.24K | ﹤0.01% | 457 |
|
|
2021
Q2 | $7K | Hold |
84
| – | – | ﹤0.01% | 482 |
|
|
2021
Q1 | $6K | Buy |
84
+1
| +1% | +$71 | ﹤0.01% | 494 |
|
|
2020
Q4 | $6K | Hold |
83
| – | – | ﹤0.01% | 441 |
|
|
2020
Q3 | $5K | Hold |
83
| – | – | ﹤0.01% | 420 |
|
|
2020
Q2 | $5K | Hold |
83
| – | – | ﹤0.01% | 399 |
|
|
2020
Q1 | $4K | Sell |
83
-274
| -77% | -$13.2K | ﹤0.01% | 337 |
|
|
2019
Q4 | $20K | Buy |
+357
| New | +$20K | ﹤0.01% | 256 |
|