Valmark Advisers’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 | $3.09M | Buy |
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|
2025
Q1 | $1.59M | Buy |
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|
2024
Q4 | $1.7M | Buy |
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|
2024
Q3 | $1.58M | Hold |
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|
2024
Q2 | $1.5M | Buy |
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|
2024
Q1 | $1.43M | Hold |
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|
2023
Q4 | $1.3M | Hold |
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|
2023
Q3 | $1.15M | Buy |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $1.01M | Buy |
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|
2022
Q4 | $909K | Buy |
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|
2022
Q3 | $765K | Buy |
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|
2022
Q2 | $792K | Buy |
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|
2022
Q1 | $960K | Buy |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $650K | Buy |
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|
2021
Q2 | $395K | Sell |
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|
2021
Q1 | $378K | Buy |
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