Waverly 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
Q2 | $1.04M | Sell |
9,442
-471
| -5% | -$51.6K | 0.01% | 608 |
|
|
2025
Q1 | $971K | Buy |
9,913
+3,074
| +45% | +$301K | 0.01% | 613 |
|
|
2024
Q4 | $717K | Sell |
6,839
-1,611
| -19% | -$169K | 0.01% | 588 |
|
|
2024
Q3 | $859K | Buy |
8,450
+11
| +0.1% | +$1.12K | 0.02% | 472 |
|
|
2024
Q2 | $815K | Sell |
8,439
-828
| -9% | -$80K | 0.02% | 470 |
|
|
2024
Q1 | $864K | Buy |
+9,267
| New | +$864K | 0.02% | 393 |
|