WFA
West Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Buy |
20,029
+537
| +3% | +$58.9K | 0.38% | 27 |
|
|
2025
Q1 | $1.91M | Buy |
19,492
+202
| +1% | +$19.8K | 0.36% | 27 |
|
|
2024
Q4 | $2.02M | Sell |
19,290
-2,118
| -10% | -$222K | 0.39% | 27 |
|
|
2024
Q3 | $2.18M | Sell |
21,408
-1,114
| -5% | -$113K | 0.42% | 26 |
|
|
2024
Q2 | $2.18M | Buy |
22,522
+6,292
| +39% | +$608K | 0.45% | 27 |
|
|
2024
Q1 | $1.51M | Sell |
16,230
-70
| -0.4% | -$6.52K | 0.32% | 30 |
|
|
2023
Q4 | $1.39M | Sell |
16,300
-1,229
| -7% | -$105K | 0.32% | 30 |
|
|
2023
Q3 | $1.32M | Buy |
17,529
+15
| +0.1% | +$1.13K | 0.33% | 29 |
|
|
2023
Q2 | $1.37M | Buy |
17,514
+233
| +1% | +$18.3K | 0.34% | 28 |
|
|
2023
Q1 | $1.24M | Buy |
17,281
+730
| +4% | +$52.3K | 0.32% | 29 |
|
|
2022
Q4 | $1.09M | Buy |
16,551
+1,123
| +7% | +$74K | 0.3% | 28 |
|
|
2022
Q3 | $971K | Buy |
15,428
+4
| +0% | +$252 | 0.29% | 29 |
|
|
2022
Q2 | $1.02M | Buy |
15,424
+677
| +5% | +$44.9K | 0.3% | 27 |
|
|
2022
Q1 | $1.2M | Buy |
14,747
+226
| +2% | +$18.3K | 0.31% | 26 |
|
|
2021
Q4 | $1.28M | Sell |
14,521
-430
| -3% | -$37.8K | 0.34% | 22 |
|
|
2021
Q3 | $1.2M | Buy |
14,951
+4,545
| +44% | +$364K | 0.35% | 21 |
|
|
2021
Q2 | $832K | Buy |
10,406
+2,191
| +27% | +$175K | 0.25% | 24 |
|
|
2021
Q1 | $606K | Hold |
8,215
| – | – | 0.2% | 26 |
|
|
2020
Q4 | $576K | Buy |
+8,215
| New | +$576K | 0.2% | 22 |
|