Zhang Financial’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 | $483K | Buy |
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|
2025
Q2 | $331K | Sell |
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|
2025
Q1 | $823K | Hold |
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|
2024
Q4 | $882K | Hold |
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|
2024
Q3 | $854K | Buy |
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|
2024
Q2 | $318K | Hold |
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|
2024
Q1 | $306K | Hold |
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|
2023
Q4 | $280K | Hold |
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|
2023
Q3 | $247K | Hold |
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|
2023
Q2 | $258K | Hold |
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|
2023
Q1 | $236K | Sell |
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|
2022
Q4 | $220K | Buy |
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|
2022
Q3 | $207K | Hold |
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|
2022
Q2 | $218K | Buy |
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