Walkner Condon Financial Advisors’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
Q1 | – | Sell |
-2,620
| Closed | -$275K | – | 275 |
|
|
2024
Q4 | $275K | Hold |
2,620
| – | – | 0.06% | 227 |
|
|
2024
Q3 | $266K | Hold |
2,620
| – | – | 0.05% | 222 |
|
|
2024
Q2 | $253K | Sell |
2,620
-1,870
| -42% | -$181K | 0.05% | 219 |
|
|
2024
Q1 | $418K | Hold |
4,490
| – | – | 0.09% | 174 |
|
|
2023
Q4 | $382K | Hold |
4,490
| – | – | 0.09% | 182 |
|
|
2023
Q3 | $338K | Buy |
4,490
+120
| +3% | +$9.03K | 0.09% | 172 |
|
|
2023
Q2 | $342K | Hold |
4,370
| – | – | 0.09% | 167 |
|
|
2023
Q1 | $313K | Sell |
4,370
-80
| -2% | -$5.74K | 0.09% | 167 |
|
|
2022
Q4 | $293K | Hold |
4,450
| – | – | 0.09% | 168 |
|
|
2022
Q3 | $280K | Hold |
4,450
| – | – | 0.09% | 166 |
|
|
2022
Q2 | $295K | Buy |
4,450
+176
| +4% | +$11.7K | 0.09% | 172 |
|
|
2022
Q1 | $347K | Sell |
4,274
-491
| -10% | -$39.9K | 0.1% | 164 |
|
|
2021
Q4 | $419K | Buy |
+4,765
| New | +$419K | 0.27% | 82 |
|
|
2021
Q3 | – | Sell |
-2,683
| Closed | -$214K | – | 152 |
|
|
2021
Q2 | $214K | Buy |
+2,683
| New | +$214K | 0.08% | 159 |
|