VA
Valmark Advisers’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Buy |
28,156
+11,952
| +74% | +$1.31M | 0.04% | 162 |
|
|
2025
Q1 | $1.59M | Buy |
16,204
+1
| +0% | +$98 | 0.02% | 240 |
|
|
2024
Q4 | $1.7M | Buy |
16,203
+687
| +4% | +$72.1K | 0.03% | 226 |
|
|
2024
Q3 | $1.58M | Hold |
15,516
| – | – | 0.02% | 227 |
|
|
2024
Q2 | $1.5M | Buy |
15,516
+185
| +1% | +$17.9K | 0.03% | 221 |
|
|
2024
Q1 | $1.43M | Hold |
15,331
| – | – | 0.02% | 220 |
|
|
2023
Q4 | $1.3M | Hold |
15,331
| – | – | 0.02% | 211 |
|
|
2023
Q3 | $1.15M | Buy |
15,331
+980
| +7% | +$73.7K | 0.02% | 202 |
|
|
2023
Q2 | $1.12M | Buy |
14,351
+288
| +2% | +$22.6K | 0.02% | 211 |
|
|
2023
Q1 | $1.01M | Buy |
14,063
+254
| +2% | +$18.2K | 0.02% | 219 |
|
|
2022
Q4 | $909K | Buy |
13,809
+1,641
| +13% | +$108K | 0.02% | 222 |
|
|
2022
Q3 | $765K | Buy |
12,168
+238
| +2% | +$15K | 0.02% | 218 |
|
|
2022
Q2 | $792K | Buy |
11,930
+91
| +0.8% | +$6.04K | 0.02% | 225 |
|
|
2022
Q1 | $960K | Buy |
11,839
+73
| +0.6% | +$5.92K | 0.02% | 212 |
|
|
2021
Q4 | $1.03M | Buy |
11,766
+3,652
| +45% | +$321K | 0.02% | 191 |
|
|
2021
Q3 | $650K | Buy |
8,114
+3,177
| +64% | +$255K | 0.01% | 244 |
|
|
2021
Q2 | $395K | Sell |
4,937
-184
| -4% | -$14.7K | 0.01% | 295 |
|
|
2021
Q1 | $378K | Buy |
+5,121
| New | +$378K | 0.01% | 294 |
|