Angeles Wealth Management’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
2023
Q3
Sell
-18,020
Closed -$1.41M 230
2023
Q2
$1.41M Hold
18,020
0.19% 55
2023
Q1
$1.29M Buy
18,020
+2,500
+16% +$179K 0.19% 54
2022
Q4
$1.02M Buy
15,520
+2,850
+22% +$188K 0.18% 67
2022
Q3
$797K Buy
+12,670
New +$797K 0.16% 71