Vermillion & White Wealth Management Group’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
$1.54M Hold
14,090
1% 15
2025
Q1
$1.38M Sell
14,090
-2,997
-18% -$294K 1% 13
2024
Q4
$1.79M Buy
17,087
+53
+0.3% +$5.56K 1.32% 19
2024
Q3
$1.73M Sell
17,034
-422
-2% -$42.9K 1.28% 19
2024
Q2
$1.69M Buy
17,456
+1
+0% +$97 1.27% 18
2024
Q1
$1.63M Sell
17,455
-223
-1% -$20.8K 1.3% 19
2023
Q4
$1.5M Buy
+17,678
New +$1.5M 1.46% 16