AFA
American Financial Advisors’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 |
-3,367
| Closed | -$286K | – | 153 |
|
|
2023
Q4 | $286K | Sell |
3,367
-953
| -22% | -$81.1K | 0.04% | 109 |
|
|
2023
Q3 | $325K | Sell |
4,320
-36,023
| -89% | -$2.71M | 0.05% | 100 |
|
|
2023
Q2 | $3.16M | Sell |
40,343
-155,107
| -79% | -$12.2M | 0.49% | 35 |
|
|
2023
Q1 | $14M | Sell |
195,450
-11,248
| -5% | -$807K | 2.28% | 16 |
|
|
2022
Q4 | $13.6M | Sell |
206,698
-14,894
| -7% | -$981K | 2.31% | 16 |
|
|
2022
Q3 | $13.9M | Sell |
221,592
-5,849
| -3% | -$368K | 2.41% | 15 |
|
|
2022
Q2 | $15.1M | Sell |
227,441
-4,253
| -2% | -$282K | 4.01% | 10 |
|
|
2022
Q1 | $18.8M | Buy |
+231,694
| New | +$18.8M | 2.61% | 14 |
|