Wealthspire Advisors (New York)’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 | $2.08M | Buy |
18,950
+4,118
| +28% | +$451K | 0.01% | 274 |
|
|
2025
Q1 | $1.45M | Buy |
14,832
+9,225
| +165% | +$904K | 0.01% | 322 |
|
|
2024
Q4 | $588K | Hold |
5,607
| – | – | 0.01% | 471 |
|
|
2024
Q3 | $570K | Hold |
5,607
| – | – | 0.01% | 465 |
|
|
2024
Q2 | $542K | Sell |
5,607
-4,482
| -44% | -$433K | 0.01% | 417 |
|
|
2024
Q1 | $940K | Buy |
10,089
+26
| +0.3% | +$2.42K | 0.01% | 326 |
|
|
2023
Q4 | $856K | Sell |
10,063
-432
| -4% | -$36.7K | 0.01% | 338 |
|
|
2023
Q3 | $789K | Sell |
10,495
-401
| -4% | -$30.2K | 0.01% | 316 |
|
|
2023
Q2 | $854K | Buy |
10,896
+11
| +0.1% | +$862 | 0.01% | 274 |
|
|
2023
Q1 | $781K | Buy |
10,885
+12
| +0.1% | +$860 | 0.01% | 291 |
|
|
2022
Q4 | $716K | Buy |
10,873
+50
| +0.5% | +$3.29K | 0.01% | 317 |
|
|
2022
Q3 | $681K | Buy |
10,823
+589
| +6% | +$37.1K | 0.01% | 292 |
|
|
2022
Q2 | $680K | Buy |
10,234
+2,954
| +41% | +$196K | 0.01% | 270 |
|
|
2022
Q1 | $590K | Sell |
7,280
-208
| -3% | -$16.9K | 0.01% | 246 |
|
|
2021
Q4 | $658K | Hold |
7,488
| – | – | 0.01% | 275 |
|
|
2021
Q3 | $599K | Buy |
+7,488
| New | +$599K | 0.01% | 322 |
|
|
2021
Q2 | – | Sell |
-7,488
| Closed | -$552K | – | 472 |
|
|
2021
Q1 | $552K | Buy |
+7,488
| New | +$552K | 0.01% | 369 |
|