United Capital 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 | $825K | Buy |
7,526
+577
| +8% | +$63.3K | 0.01% | 639 |
|
|
2025
Q1 | $681K | Hold |
6,949
| – | – | 0.01% | 653 |
|
|
2024
Q4 | $729K | Sell |
6,949
-50
| -0.7% | -$5.25K | 0.01% | 621 |
|
|
2024
Q3 | $711K | Sell |
6,999
-1,237
| -15% | -$126K | 0.01% | 627 |
|
|
2024
Q2 | $796K | Buy |
8,236
+100
| +1% | +$9.66K | 0.01% | 578 |
|
|
2024
Q1 | $758K | Sell |
8,136
-799
| -9% | -$74.5K | 0.01% | 627 |
|
|
2023
Q4 | $760K | Sell |
8,935
-79
| -0.9% | -$6.72K | 0.01% | 619 |
|
|
2023
Q3 | $678K | Sell |
9,014
-1,518
| -14% | -$114K | ﹤0.01% | 584 |
|
|
2023
Q2 | $825K | Sell |
10,532
-14,462
| -58% | -$1.13M | ﹤0.01% | 587 |
|
|
2023
Q1 | $1.79M | Buy |
24,994
+27
| +0.1% | +$1.94K | 0.01% | 468 |
|
|
2022
Q4 | $1.64M | Buy |
24,967
+999
| +4% | +$65.8K | 0.01% | 517 |
|
|
2022
Q3 | $1.51M | Buy |
23,968
+2,343
| +11% | +$147K | 0.01% | 524 |
|
|
2022
Q2 | $1.44M | Buy |
21,625
+889
| +4% | +$59K | 0.01% | 556 |
|
|
2022
Q1 | $1.68M | Buy |
20,736
+176
| +0.9% | +$14.3K | 0.01% | 550 |
|
|
2021
Q4 | $1.81M | Sell |
20,560
-1,285
| -6% | -$113K | 0.01% | 556 |
|
|
2021
Q3 | $1.75M | Buy |
21,845
+3,004
| +16% | +$241K | 0.01% | 554 |
|
|
2021
Q2 | $1.51M | Sell |
18,841
-720
| -4% | -$57.6K | 0.01% | 595 |
|
|
2021
Q1 | $1.44M | Buy |
19,561
+2,630
| +16% | +$194K | 0.01% | 576 |
|
|
2020
Q4 | $1.19M | Buy |
16,931
+550
| +3% | +$38.6K | 0.01% | 630 |
|
|
2020
Q3 | $1.01M | Buy |
16,381
+217
| +1% | +$13.4K | 0.01% | 655 |
|
|
2020
Q2 | $911K | Buy |
16,164
+1,756
| +12% | +$99K | 0.01% | 685 |
|
|
2020
Q1 | $660K | Buy |
14,408
+2,521
| +21% | +$115K | 0.01% | 727 |
|
|
2019
Q4 | $672K | Buy |
11,887
+1,814
| +18% | +$103K | ﹤0.01% | 900 |
|
|
2019
Q3 | $523K | Buy |
+10,073
| New | +$523K | ﹤0.01% | 932 |
|