Valeo Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Hold |
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|
2025
Q1 | $493K | Buy |
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|
2024
Q4 | $421K | Hold |
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|
2024
Q3 | $408K | Hold |
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|
2024
Q2 | $388K | Sell |
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|
2024
Q1 | $675K | Buy |
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|
2023
Q4 | $642K | Sell |
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|
2023
Q3 | $578K | Sell |
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|
2023
Q2 | $636K | Buy |
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|
2023
Q1 | $531K | Sell |
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|
2022
Q4 | $752K | Buy |
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|
2022
Q3 | $290K | Hold |
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|
2022
Q2 | $306K | Hold |
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|
2022
Q1 | $373K | Hold |
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|
2021
Q4 | $405K | Hold |
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|
2021
Q3 | $369K | Hold |
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|
2021
Q2 | $368K | Hold |
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|
2021
Q1 | $340K | Hold |
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|
2020
Q4 | $323K | Sell |
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|
2020
Q3 | $311K | Hold |
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|
2020
Q2 | $283K | Hold |
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|
2020
Q1 | $248K | Buy |
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|
2019
Q4 | $222K | Hold |
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|
2019
Q3 | $204K | Buy |
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|
2019
Q2 | $161K | Buy |
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|
2019
Q1 | $101K | Buy |
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