Zhang Financial’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 | $331K | Sell |
3,015
-5,391
| -64% | -$591K | 0.02% | 232 |
|
|
2025
Q1 | $823K | Hold |
8,406
| – | – | 0.04% | 177 |
|
|
2024
Q4 | $882K | Hold |
8,406
| – | – | 0.05% | 161 |
|
|
2024
Q3 | $854K | Buy |
8,406
+5,119
| +156% | +$520K | 0.05% | 158 |
|
|
2024
Q2 | $318K | Hold |
3,287
| – | – | 0.02% | 218 |
|
|
2024
Q1 | $306K | Hold |
3,287
| – | – | 0.02% | 222 |
|
|
2023
Q4 | $280K | Hold |
3,287
| – | – | 0.02% | 224 |
|
|
2023
Q3 | $247K | Hold |
3,287
| – | – | 0.03% | 212 |
|
|
2023
Q2 | $258K | Hold |
3,287
| – | – | 0.03% | 212 |
|
|
2023
Q1 | $236K | Sell |
3,287
-46
| -1% | -$3.3K | 0.03% | 211 |
|
|
2022
Q4 | $220K | Buy |
3,333
+46
| +1% | +$3.03K | 0.03% | 214 |
|
|
2022
Q3 | $207K | Hold |
3,287
| – | – | 0.03% | 203 |
|
|
2022
Q2 | $218K | Buy |
+3,287
| New | +$218K | 0.04% | 199 |
|