5th Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,278
| Closed | -$232K | – | 31 |
|
|
2024
Q3 | $232K | Sell |
2,278
-31
| -1% | -$3.15K | 0.11% | 36 |
|
|
2024
Q2 | $223K | Hold |
2,309
| – | – | 0.12% | 26 |
|
|
2024
Q1 | $215K | Sell |
2,309
-484
| -17% | -$45.1K | 0.12% | 26 |
|
|
2023
Q4 | $238K | Buy |
+2,793
| New | +$238K | 0.15% | 22 |
|
|
2023
Q3 | – | Sell |
-4,317
| Closed | -$338K | – | 23 |
|
|
2023
Q2 | $338K | Buy |
4,317
+140
| +3% | +$11K | 0.24% | 18 |
|
|
2023
Q1 | $300K | Buy |
+4,177
| New | +$300K | 0.23% | 18 |
|