55I LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $531K | Buy |
8,456
+3,252
| +62% | +$204K | 0.01% | 364 |
|
|
2022
Q2 | $346K | Sell |
5,204
-4,499
| -46% | -$299K | 0.01% | 413 |
|
|
2022
Q1 | $787K | Buy |
9,703
+668
| +7% | +$54.2K | 0.02% | 298 |
|
|
2021
Q4 | $794K | Buy |
9,035
+1,481
| +20% | +$130K | 0.02% | 280 |
|
|
2021
Q3 | $605K | Buy |
+7,554
| New | +$605K | 0.02% | 298 |
|