White Lighthouse Investment Management’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 | $4.74M | Buy |
43,242
+1,197
| +3% | +$131K | 0.77% | 28 |
|
|
2025
Q1 | $4.12M | Buy |
42,045
+1,566
| +4% | +$153K | 0.74% | 29 |
|
|
2024
Q4 | $4.25M | Sell |
40,479
-161
| -0.4% | -$16.9K | 0.75% | 29 |
|
|
2024
Q3 | $4.13M | Buy |
40,640
+708
| +2% | +$72K | 0.74% | 29 |
|
|
2024
Q2 | $3.86M | Sell |
39,932
-613
| -2% | -$59.2K | 0.74% | 30 |
|
|
2024
Q1 | $3.78M | Buy |
40,545
+2,478
| +7% | +$231K | 0.77% | 28 |
|
|
2023
Q4 | $3.24M | Buy |
38,067
+451
| +1% | +$38.4K | 0.71% | 30 |
|
|
2023
Q3 | $2.83M | Buy |
37,616
+46
| +0.1% | +$3.46K | 0.69% | 29 |
|
|
2023
Q2 | $2.94M | Sell |
37,570
-1,279
| -3% | -$100K | 0.7% | 29 |
|
|
2023
Q1 | $2.79M | Sell |
38,849
-1,250
| -3% | -$89.6K | 0.7% | 32 |
|
|
2022
Q4 | $2.64M | Buy |
40,099
+904
| +2% | +$59.5K | 0.72% | 30 |
|
|
2022
Q3 | $2.47M | Buy |
39,195
+344
| +0.9% | +$21.6K | 0.72% | 32 |
|
|
2022
Q2 | $2.58M | Buy |
38,851
+1,743
| +5% | +$116K | 0.74% | 31 |
|
|
2022
Q1 | $3.01M | Buy |
37,108
+2,684
| +8% | +$218K | 0.77% | 31 |
|
|
2021
Q4 | $3.03M | Buy |
34,424
+2,672
| +8% | +$235K | 0.75% | 32 |
|
|
2021
Q3 | $2.54M | Buy |
31,752
+218
| +0.7% | +$17.5K | 0.68% | 35 |
|
|
2021
Q2 | $2.52M | Buy |
31,534
+4,742
| +18% | +$379K | 0.69% | 34 |
|
|
2021
Q1 | $1.98M | Sell |
26,792
-94
| -0.3% | -$6.93K | 0.6% | 36 |
|
|
2020
Q4 | $1.89M | Sell |
26,886
-454
| -2% | -$31.9K | 0.6% | 38 |
|
|
2020
Q3 | $1.69M | Sell |
27,340
-1,735
| -6% | -$107K | 0.59% | 38 |
|
|
2020
Q2 | $1.64M | Sell |
29,075
-405
| -1% | -$22.8K | 0.6% | 39 |
|
|
2020
Q1 | $1.35M | Buy |
29,480
+14,685
| +99% | +$672K | 0.57% | 40 |
|
|
2019
Q4 | $837K | Buy |
14,795
+4,625
| +45% | +$262K | 0.31% | 57 |
|
|
2019
Q3 | $528K | Buy |
10,170
+4,180
| +70% | +$217K | 0.21% | 73 |
|
|
2019
Q2 | $306K | Buy |
+5,990
| New | +$306K | 0.13% | 99 |
|