Towerpoint Wealth’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 | $618K | Buy |
5,639
+122
| +2% | +$13.4K | 0.27% | 51 |
|
|
2025
Q1 | $540K | Buy |
5,517
+2,378
| +76% | +$233K | 0.27% | 48 |
|
|
2024
Q4 | $329K | Buy |
3,139
+760
| +32% | +$79.7K | 0.16% | 60 |
|
|
2024
Q3 | $242K | Sell |
2,379
-195
| -8% | -$19.8K | 0.11% | 75 |
|
|
2024
Q2 | $249K | Buy |
2,574
+5
| +0.2% | +$483 | 0.12% | 70 |
|
|
2024
Q1 | $239K | Sell |
2,569
-474
| -16% | -$44.2K | 0.12% | 69 |
|
|
2023
Q4 | $259K | Buy |
3,043
+7
| +0.2% | +$595 | 0.14% | 67 |
|
|
2023
Q3 | $228K | Buy |
+3,036
| New | +$228K | 0.14% | 70 |
|