Wealth Enhancement Advisory Services’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 | $2.92M | Buy |
26,348
+4,834
| +22% | +$537K | ﹤0.01% | 1164 |
|
|
2025
Q1 | $2.11M | Sell |
21,514
-2,866
| -12% | -$281K | ﹤0.01% | 1216 |
|
|
2024
Q4 | $2.56M | Buy |
24,380
+3,732
| +18% | +$391K | ﹤0.01% | 1053 |
|
|
2024
Q3 | $2.1M | Sell |
20,648
-2,555
| -11% | -$260K | ﹤0.01% | 1016 |
|
|
2024
Q2 | $2.24M | Buy |
23,203
+9,209
| +66% | +$890K | 0.01% | 942 |
|
|
2024
Q1 | $1.3M | Sell |
13,994
-432
| -3% | -$40.3K | ﹤0.01% | 1119 |
|
|
2023
Q4 | $1.23M | Buy |
14,426
+795
| +6% | +$67.6K | ﹤0.01% | 1086 |
|
|
2023
Q3 | $1.03M | Buy |
+13,631
| New | +$1.03M | ﹤0.01% | 1082 |
|