Wells 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
Q2 | $43.9K | Hold |
400
| – | – | 0.06% | 58 |
|
|
2025
Q1 | $39.2K | Hold |
400
| – | – | 0.05% | 60 |
|
|
2024
Q4 | $42K | Hold |
400
| – | – | 0.06% | 62 |
|
|
2024
Q3 | $40.7K | Hold |
400
| – | – | 0.05% | 60 |
|
|
2024
Q2 | $38.6K | Hold |
400
| – | – | 0.03% | 68 |
|
|
2024
Q1 | $37.3K | Hold |
400
| – | – | 0.03% | 57 |
|
|
2023
Q4 | $34K | Hold |
400
| – | – | 0.02% | 55 |
|
|
2023
Q3 | $30.1K | Hold |
400
| – | – | 0.02% | 56 |
|
|
2023
Q2 | $31.3K | Sell |
400
-264
| -40% | -$20.7K | 0.02% | 56 |
|
|
2023
Q1 | $47.6K | Buy |
664
+400
| +152% | +$28.7K | 0.04% | 52 |
|
|
2022
Q4 | $17.4K | Sell |
264
-305
| -54% | -$20.1K | 0.01% | 57 |
|
|
2022
Q3 | $36K | Sell |
569
-145
| -20% | -$9.17K | 0.03% | 54 |
|
|
2022
Q2 | $47K | Buy |
714
+73
| +11% | +$4.81K | 0.04% | 45 |
|
|
2022
Q1 | $52K | Buy |
641
+230
| +56% | +$18.7K | 0.04% | 44 |
|
|
2021
Q4 | $36K | Sell |
411
-157
| -28% | -$13.8K | 0.03% | 53 |
|
|
2021
Q3 | $45K | Hold |
568
| – | – | 0.04% | 49 |
|
|
2021
Q2 | $45K | Buy |
568
+150
| +36% | +$11.9K | 0.04% | 50 |
|
|
2021
Q1 | $31K | Hold |
418
| – | – | 0.03% | 53 |
|
|
2020
Q4 | $29K | Buy |
+418
| New | +$29K | 0.02% | 51 |
|