Truepoint Inc’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 | $1.22M | Buy |
11,119
+546
| +5% | +$59.9K | 0.03% | 65 |
|
|
2025
Q1 | $1.04M | Buy |
10,573
+1,917
| +22% | +$188K | 0.03% | 68 |
|
|
2024
Q4 | $908K | Hold |
8,656
| – | – | 0.02% | 69 |
|
|
2024
Q3 | $880K | Buy |
8,656
+24
| +0.3% | +$2.44K | 0.02% | 68 |
|
|
2024
Q2 | $834K | Sell |
8,632
-211
| -2% | -$20.4K | 0.02% | 65 |
|
|
2024
Q1 | $824K | Sell |
8,843
-734
| -8% | -$68.4K | 0.02% | 64 |
|
|
2023
Q4 | $815K | Sell |
9,577
-626
| -6% | -$53.2K | 0.02% | 94 |
|
|
2023
Q3 | $767K | Buy |
10,203
+6
| +0.1% | +$451 | 0.02% | 89 |
|
|
2023
Q2 | $799K | Buy |
10,197
+50
| +0.5% | +$3.92K | 0.03% | 77 |
|
|
2023
Q1 | $728K | Buy |
10,147
+643
| +7% | +$46.1K | 0.03% | 79 |
|
|
2022
Q4 | $626K | Buy |
9,504
+2,512
| +36% | +$165K | 0.02% | 85 |
|
|
2022
Q3 | $440K | Buy |
+6,992
| New | +$440K | 0.02% | 91 |
|