Winch Advisory Services’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 | $42.4K | Hold |
387
| – | – | 0.01% | 173 |
|
|
2025
Q1 | $37.9K | Hold |
387
| – | – | 0.01% | 175 |
|
|
2024
Q4 | $40.6K | Hold |
387
| – | – | 0.01% | 172 |
|
|
2024
Q3 | $39.3K | Hold |
387
| – | – | 0.01% | 173 |
|
|
2024
Q2 | $37.4K | Hold |
387
| – | – | 0.01% | 167 |
|
|
2024
Q1 | $36.1K | Hold |
387
| – | – | 0.01% | 172 |
|
|
2023
Q4 | $32.9K | Hold |
387
| – | – | 0.01% | 174 |
|
|
2023
Q3 | $29K | Hold |
387
| – | – | 0.01% | 174 |
|
|
2023
Q2 | $30K | Hold |
387
| – | – | 0.01% | 165 |
|
|
2023
Q1 | $28K | Hold |
387
| – | – | 0.01% | 166 |
|
|
2022
Q4 | $25K | Hold |
387
| – | – | 0.01% | 168 |
|
|
2022
Q3 | $24K | Hold |
387
| – | – | 0.01% | 157 |
|
|
2022
Q2 | $26K | Hold |
387
| – | – | 0.01% | 153 |
|
|
2022
Q1 | $31K | Hold |
387
| – | – | 0.01% | 164 |
|
|
2021
Q4 | $34K | Hold |
387
| – | – | 0.01% | 157 |
|
|
2021
Q3 | $31K | Buy |
387
+106
| +38% | +$8.49K | 0.01% | 167 |
|
|
2021
Q2 | $22K | Buy |
281
+101
| +56% | +$7.91K | 0.01% | 188 |
|
|
2021
Q1 | $13K | Buy |
+180
| New | +$13K | 0.01% | 227 |
|