World Investment 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 | $260K | Sell |
2,368
-23
| -1% | -$2.52K | 0.01% | 979 |
|
|
2025
Q1 | $234K | Buy |
2,391
+1
| +0% | +$98 | 0.01% | 955 |
|
|
2024
Q4 | $251K | Sell |
2,390
-95
| -4% | -$9.96K | 0.01% | 886 |
|
|
2024
Q3 | $253K | Buy |
2,485
+176
| +8% | +$17.9K | 0.01% | 793 |
|
|
2024
Q2 | $223K | Buy |
+2,309
| New | +$223K | 0.01% | 564 |
|
|
2023
Q4 | – | Sell |
-3,561
| Closed | -$268K | – | 383 |
|
|
2023
Q3 | $268K | Buy |
3,561
+41
| +1% | +$3.08K | 0.05% | 217 |
|
|
2023
Q2 | $276K | Buy |
3,520
+3
| +0.1% | +$235 | 0.05% | 209 |
|
|
2023
Q1 | $252K | Buy |
+3,517
| New | +$252K | 0.05% | 195 |
|