Trademark Financial 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 | $4.18M | Buy |
38,148
+2,289
| +6% | +$251K | 2.56% | 12 |
|
|
2025
Q1 | $3.51M | Sell |
35,859
-1,510
| -4% | -$148K | 2.68% | 9 |
|
|
2024
Q4 | $3.92M | Buy |
37,369
+11,637
| +45% | +$1.22M | 3.11% | 8 |
|
|
2024
Q3 | $2.62M | Sell |
25,732
-484
| -2% | -$49.2K | 2.07% | 13 |
|
|
2024
Q2 | $2.53M | Sell |
26,216
-324
| -1% | -$31.3K | 2.06% | 13 |
|
|
2024
Q1 | $2.47M | Sell |
26,540
-16,433
| -38% | -$1.53M | 2.05% | 12 |
|
|
2023
Q4 | $3.66M | Buy |
+42,973
| New | +$3.66M | 2.68% | 8 |
|