TPG Financial Advisors’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 | $703K | Sell |
6,412
-2,183
| -25% | -$239K | 0.28% | 40 |
|
|
2025
Q1 | $842K | Buy |
8,595
+3,808
| +80% | +$373K | 0.37% | 33 |
|
|
2024
Q4 | $502K | Buy |
4,787
+350
| +8% | +$36.7K | 0.22% | 44 |
|
|
2024
Q3 | $451K | Buy |
4,437
+179
| +4% | +$18.2K | 0.2% | 45 |
|
|
2024
Q2 | $411K | Buy |
+4,258
| New | +$411K | 0.19% | 47 |
|
|
2023
Q4 | $438K | Sell |
5,177
-651
| -11% | -$55.1K | 0.22% | 47 |
|
|
2023
Q3 | $438K | Buy |
+5,828
| New | +$438K | 0.23% | 41 |
|