ARIS
Advanced Research Investment Solutions’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-25,909
| Closed | -$2.2M | – | 8 |
|
|
2023
Q4 | $2.2M | Sell |
25,909
-2,824
| -10% | -$240K | 1.38% | 8 |
|
|
2023
Q3 | $2.16M | Sell |
28,733
-890
| -3% | -$66.9K | 1.4% | 8 |
|
|
2023
Q2 | $2.32M | Sell |
29,623
-1,009
| -3% | -$79.1K | 1.34% | 8 |
|
|
2023
Q1 | $2.2M | Sell |
30,632
-2,940
| -9% | -$211K | 1.26% | 9 |
|
|
2022
Q4 | $2.21M | Buy |
33,572
+16,784
| +100% | +$1.11M | 1.39% | 10 |
|
|
2022
Q3 | $1.06M | Sell |
16,788
-3,018
| -15% | -$190K | 0.65% | 13 |
|
|
2022
Q2 | $1.32M | Buy |
19,806
+61
| +0.3% | +$4.05K | 0.73% | 12 |
|
|
2022
Q1 | $1.6M | Buy |
+19,745
| New | +$1.6M | 0.67% | 12 |
|