Values Added Financial’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 | $1.64M | Sell |
14,979
-2,132
| -12% | -$234K | 0.8% | 32 |
|
|
2025
Q1 | $1.68M | Buy |
17,111
+3,049
| +22% | +$299K | 0.93% | 28 |
|
|
2024
Q4 | $1.47M | Buy |
14,062
+223
| +2% | +$23.4K | 0.85% | 29 |
|
|
2024
Q3 | $1.41M | Hold |
13,839
| – | – | 0.89% | 27 |
|
|
2024
Q2 | $1.34M | Buy |
13,839
+683
| +5% | +$66K | 0.96% | 26 |
|
|
2024
Q1 | $1.23M | Hold |
13,156
| – | – | 0.96% | 26 |
|
|
2023
Q4 | $1.12M | Buy |
13,156
+1,230
| +10% | +$105K | 0.92% | 26 |
|
|
2023
Q3 | $897K | Sell |
11,926
-329
| -3% | -$24.7K | 0.82% | 28 |
|
|
2023
Q2 | $960K | Buy |
+12,255
| New | +$960K | 0.9% | 26 |
|