West Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.25M | Sell |
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|
2025
Q2 | $2.2M | Buy |
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|
2025
Q1 | $1.91M | Buy |
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|
2024
Q4 | $2.02M | Sell |
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|
2024
Q3 | $2.18M | Sell |
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|
2024
Q2 | $2.18M | Buy |
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|
2024
Q1 | $1.51M | Sell |
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|
2023
Q4 | $1.39M | Sell |
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|
2023
Q3 | $1.32M | Buy |
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|
2023
Q2 | $1.37M | Buy |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q3 | $971K | Buy |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q4 | $1.28M | Sell |
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|
2021
Q3 | $1.2M | Buy |
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|
2021
Q2 | $832K | Buy |
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|
2021
Q1 | $606K | Hold |
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|
2020
Q4 | $576K | Buy |
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