Waypoint Wealth Partners’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 | $313K | Hold |
2,854
| – | – | 0.08% | 65 |
|
|
2025
Q1 | $280K | Buy |
2,854
+129
| +5% | +$12.6K | 0.08% | 56 |
|
|
2024
Q4 | $286K | Buy |
2,725
+50
| +2% | +$5.25K | 0.08% | 59 |
|
|
2024
Q3 | $272K | Hold |
2,675
| – | – | 0.07% | 60 |
|
|
2024
Q2 | $258K | Sell |
2,675
-55
| -2% | -$5.31K | 0.08% | 56 |
|
|
2024
Q1 | $254K | Hold |
2,730
| – | – | 0.07% | 65 |
|
|
2023
Q4 | $232K | Buy |
+2,730
| New | +$232K | 0.07% | 67 |
|