Tradition 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 | $851K | Sell |
7,761
-80
| -1% | -$8.77K | 0.07% | 199 |
|
|
2025
Q1 | $768K | Sell |
7,841
-11,913
| -60% | -$1.17M | 0.07% | 195 |
|
|
2024
Q4 | $2.07M | Buy |
19,754
+4,541
| +30% | +$476K | 0.18% | 108 |
|
|
2024
Q3 | $1.55M | Buy |
15,213
+32
| +0.2% | +$3.25K | 0.14% | 130 |
|
|
2024
Q2 | $1.47M | Buy |
15,181
+6,009
| +66% | +$581K | 0.14% | 126 |
|
|
2024
Q1 | $855K | Buy |
9,172
+3,843
| +72% | +$358K | 0.09% | 160 |
|
|
2023
Q4 | $453K | Sell |
5,329
-7
| -0.1% | -$595 | 0.05% | 211 |
|
|
2023
Q3 | $401K | Buy |
5,336
+56
| +1% | +$4.21K | 0.05% | 211 |
|
|
2023
Q2 | $414K | Sell |
5,280
-1,537
| -23% | -$121K | 0.05% | 202 |
|
|
2023
Q1 | $489K | Buy |
6,817
+402
| +6% | +$28.8K | 0.06% | 174 |
|
|
2022
Q4 | $422K | Buy |
6,415
+637
| +11% | +$41.9K | 0.06% | 179 |
|
|
2022
Q3 | $363K | Buy |
5,778
+105
| +2% | +$6.6K | 0.05% | 188 |
|
|
2022
Q2 | $377K | Buy |
5,673
+241
| +4% | +$16K | 0.05% | 187 |
|
|
2022
Q1 | $440K | Buy |
5,432
+920
| +20% | +$74.5K | 0.06% | 206 |
|
|
2021
Q4 | $397K | Buy |
4,512
+3,725
| +473% | +$328K | 0.05% | 208 |
|
|
2021
Q3 | $63K | Buy |
787
+188
| +31% | +$15.1K | 0.01% | 449 |
|
|
2021
Q2 | $48K | Buy |
+599
| New | +$48K | 0.01% | 539 |
|