US 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
Q1 | $1.34M | Buy |
13,632
+729
| +6% | +$71.4K | 0.39% | 39 |
|
|
2024
Q4 | $1.35M | Sell |
12,903
-381
| -3% | -$40K | 0.42% | 36 |
|
|
2024
Q3 | $1.35M | Sell |
13,284
-2,838
| -18% | -$288K | 0.42% | 35 |
|
|
2024
Q2 | $1.56M | Sell |
16,122
-970
| -6% | -$93.7K | 0.52% | 33 |
|
|
2024
Q1 | $1.59M | Buy |
17,092
+416
| +2% | +$38.8K | 0.55% | 34 |
|
|
2023
Q4 | $1.42M | Buy |
16,676
+1,081
| +7% | +$92K | 0.53% | 34 |
|
|
2023
Q3 | $1.17M | Buy |
15,595
+1,160
| +8% | +$87.3K | 0.49% | 36 |
|
|
2023
Q2 | $1.13M | Sell |
14,435
-488
| -3% | -$38.2K | 0.48% | 31 |
|
|
2023
Q1 | $1.07M | Buy |
14,923
+26
| +0.2% | +$1.86K | 0.48% | 32 |
|
|
2022
Q4 | $981K | Buy |
+14,897
| New | +$981K | 0.49% | 32 |
|